-
move events up/down within the Event hierarchy
After creating a multilevel event, you cannot edit them and move them to a different level.2 Reviewed: Voting Open
-
Allow users to add multiple items to a queue at one time.
When setting up a queue, a user may have to add multiple steps, with a similar business process type at one time. Allowing users to add several of these at one time, would assist in speeding up the process and reduce data entry errors.0 Reviewed: Voting Open
-
Allow update to Designations on Recurring Gift payments
The process for adjusting the designation on a pledge, or on a recurring gift, needs to include an option to update the designations on all the associated payments.2 Reviewed: Voting Open
-
Enable constituent credit card payment method
Provide the option for a constituent donating online or providing information to the organization via phone/fax, to decide if they want their credit card information saved so it can be accessed for future one-time gifts, just as I can with Paypal,...0 Reviewed: Voting Open
-
Default the Plan Manager as the 'Assigned to' on a new Stewardship Plan Step
When adding a Stewardship Plan Step, default the 'Assigned to' column with the Plan Manager. *save time during data entry *consistency with adding a major giving plan step
0
Reviewed: Voting Open
-
Stewardship plans appearance under my fundraiser area
Is really helpful to see prospect plans and steps summarised on the My Fundraiser Page, would like the same suggestion for Stewardship Plans0 Reviewed: Voting Open
-
Automatically update next step to pending
When you complete a Step, it should automatically change the next steps to Pending status, if there are no other Pending steps for the plan. The DOs often work from the Pending Steps tab and may overlook steps if a plan doesn’t have a step at Pend...0 Reviewed: Voting Open
-
Improve Readability of Interaction Comments in the Details Pane
The details panel for Interaction comments is so small (only displays a few lines) and scrolling is difficult, making it not very useable. We need more real estate for the Comments. Today, staff have to go into Edit mode in order to read the comme... -
Ability to print interactions
Our users would like the ability to print an interaction out directly from CRM in a report format. Sometimes when there are a few to follow up, an easy way to remember to action them is to print them out.0 Reviewed: Voting Open
-
auto-populate the start date to default to the current date when a new constituent record is created
Currently BBEC adds a notation outside of the start date field in the 'Edit address' dialog box that lists the date of creation. It would be more useful for this to auto-populate in the start date field, along with the option to change it if we wi...0 Reviewed: Voting Open