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Add Address Type, Address Start Date, and Address Information Source as fields in an Enhanced Revenue Batch
My organization would like the fields below added to Enhanced Revenue Batches. Because these fields aren't available in an ERB, when our constituents donate through BBIS, my colleagues and I find ourselves having to manually add this information t...0 Reviewed: Voting Open
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Ability to add end dates in the future for constituent contact information (address, email, etc.)
Currently when you try to add an end date for a date in the future you can an error message that says "The end date cannot be greater than today." You should be able to add end date in the future to keep data clean and prevent from sending to an a...6 Reviewed: Voting Open
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BBECRM: Organisations cant give 'anonymously'
It is not possible to set an organisation to give anonymously - but this case happens quite often2 Reviewed: Voting Open
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Indicate when data is present on a tab
We would like to have the checkmarks on the constituent and view tabs that indicate that there is data populated in those tabs. We had this in The Raiser's Edge an found it quite useful.1 Reviewed: Voting Open
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Warn sysadmins to check Business Process ownership when revoking a user's system administrator permission
Please modify the 'Revoke system administrator' task (RecordOperation 'Application User: Revoke System Administrator') so that it gives a warning akin to 'Warning: If this user owns any Business Processes those processes may stop working. Check th...1 Reviewed: Voting Open
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Add the ability to remove the "Bounced" flags on email addresses in bulk
In the event that "bounced" flags may be outdated for a large number of constituents, it would be convenient to add a way for users to globally update records removing the flag or the ability to remove the the flag in bulk, rather than having to g...1 Reviewed: Voting Open
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Allow Plan Outlines to specify the Category, Subcategory and Status of Steps
This would avoid our staff accidentally creating Steps without Category and Subcategory (where relevant, which it is for almost our Steps) and accidentally creating them as Planned whereas we want them created as Pending. At the moment we have to ... -
When adding a correspondence process, user should be able to enter a specific date of the process. It should not just default to the current day's date.
Sometimes prospect managers or others do bulk activities that are not appeal, and not interactions. Having the ability to select the date of a correspondence allows for greater flexibility in tracking all the communications that donors have been r...3 Reviewed: Voting Open
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Make restricting Exports Easier
the ability to remove access to exports in admin, efforts, datalists etc exists but you have to do them one by one. A central method for managing who can and cannot export what type of data would be great3 Reviewed: Voting Open
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Add the ability to change which Prospect Plan Step drives the Plan Stage
At this time the Prospect Plan Stage is driven by the last completed step based on date completed, or if there are no completed steps it will use a pending step. This case cause confusion as sometimes the pending step is so far in advance that it'...1 Reviewed: Voting Open