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Enhance Batch (lower priviledge role) to allow to associate revenue to an Opportunity WITHOUT also being able to change designation
“A ssociating revenue” to an opportunity in batch is not very well designed in CRM. Associating revenue to an opportunity after the transaction is posted should be a suitable option, but that currently also requires EDIT capabilities that would al...0 Reviewed: Voting Open
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Add the option to allow import of a donation revenue record to 'deceased' individuals.
Currently it requires a lot of work-around steps to bring in donations from someone who may have been erroneously marked as deceased. The preference would be that the revenue import can go through without error, and then we can create a report of ...4 Reviewed: Voting Open
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Provide the option to add a new job title entry in profile update batch
The current default for job title is 'Changed from' and does not provide an option to add another new value to the record as a historical entry.0 Reviewed: Voting Open
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Allow address validation to add a new State during the validation process
Currently the process errors but it would bee preferable to have the option to add the State then and there0 Reviewed: Voting Open
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RG next installment date global change
We wouold like the ability to change en masse the recurring gift next installment dates. This could either be through a global change, recordoperation in a datalist or even the revenue update batch. This would be helpful when batch processing miss...0 Reviewed: Voting Open
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Have the ability to move funding requests from one funding plan to another
We would like the ability to move a funding request with completed steps from one funding plan to another. It is a lot of work to manually move these steps if they we would like to move the plan.3 Reviewed: Voting Open
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Enable Address Validation on BBIS Profile Update Batches
Currently, there is no way in a BBIS Profile Update batch to validate any addresses submitted by the constituent. Instead, after the batch is committed, you have to navigate to the record in order to validate the address. We would like to have the...0 Reviewed: Voting Open
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allow committee or group members to be added via batch entry
We would like to add committee members in mass using Batch.2 Reviewed: Voting Open
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auto-populate the start dates for contact information
When a new piece of contact information is entered (address, phone, email), the date the information was added shows in italics in the data list (and in brackets next to the address start date), but the start date is null. It should auto-populate ...0 Reviewed: Voting Open
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Make it easier to identify which addresses were added in a Constituent Update Batch
After creating a Constituent Update Batch import, looking at the addresses for any person on the batch will show all their pre-existing addresses. This makes it difficult to look them over and see which address is being newly added against the exi...1 Reviewed: Voting Open