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Provide out of the box Default Dashboards
Dashboards were a big selling point of CRM, but none were setup as part of the implementation rollout and none are provided as examples out of the box. There should be a default Dashboard page, which could be subsequently customised by each client.0 Will not implement
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Include the Lookup ID in the canned Revenue reports as the names could be identical in a large database
Include the Lookup ID in the canned Revenue reports as the names could be identical in a large database.0 Will not implement
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Query On Which Email Hyperlink Someone Has Clicked
By default the Query tool allows you to report on whether someone clicked through on any links within an email, but this is a yes/no field and does not include the name of the specific link that was clicked. It would be useful if the standard Quer...1 Will not implement
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Make links in constituent search window able to open in new tab
When doing a standard constituent search and you get multiple possible matches, you can only open a constituent and then the search window is closed and you need to do another search if you didn't get the right constituent. allowing the use to rig...1 Will not implement
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Add the ability to let constituents enter in a discount code or promotional code on a membership form
This would be useful because it would let organizations create discount codes for memberships that their constituents would be able to take advantage of for reduced prices1 Will not implement
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Appeal Mailings-Multiple Deletion that does not remove the reference Records
In CRM you have the option to delete an appeal mailing by doing this it will remove the appeal mailing from the constituents record. In order to maintain a healthy database and stop there from being 1000's of old appeal mailings in one crm you sho...0 Will not implement
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Allow users to post event registration committments like a pledge
Currently we cannot post events registration committments. Users would like this feature to function like a pledge.0 Will not implement
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Spell Check and Standard Editing Tools
Our fundraisers continue to request standard editing tools be available when entering interactions/call reports. It is ridiculous to expect them to enter their information in Word and cut-n-paste to BBCRM which is the suggested work around we have...0 Will not implement
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Customize/Configure AdHoc Properties
It would be nice to be able to have a way to not default "Suppress Duplicate Rows" with Revenue Queries. Any way to control this would be a great feature within CRM to create queries.1 Will not implement
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build an optioni to restrict file uploads to specific (and safe) file types.
Please build an option to restrict file uploads to specific (and safe) file types. Also, for any file uploaded, it should be checked by anti-virus software. It is on the Documentation tab for Constituents.0 Will not implement