-
ability to add start dates to new addresses and end dates to previous addresses
We would like to be able to add start dates to new addresses and end dates to previous addresses (both business and personal) when profile updates are taken through BBIS batch0 Reviewed: Voting Open
-
allow users to query on head of household records
Currently there isn't an easy way to query on constituents that are the primary member of a household. The only way to do this is to create a selection of primary household members - from there you can add the selection to a query so that you're o...0
-
allow us to search for an amount in transaction search
It would be nice to be able to search for an amount in the transaction search.0 Reviewed: Voting Open
-
Adding more than one relationship to a constituent for the same organisation
At present you can only add one relationship per organisation for a constituent, so if that person changes role within the organisation you have to edit the relationship rather than add an additional one. We would like the ability to be able to ad...0 Reviewed: Voting Open
-
Need Tribute in Batch Design
We need the ablitity to set tributes as field options in batch design. We have many cases where we are setting up a batch and there may be many (in some cases over 200) of the gifts in the batch that need the same tribute. Currently you have to ...1 Reviewed: Voting Open
-
allow users to globally update the gift fees when defaults change
Currently the only way to update a gift fee is on the individual record. If the default fee is changed there is no batch value or global change that can be leveraged to recalculate this field without changing the gift amount. -
Search by Batch Number on Adjustments in Batch Entry
Would like the ability to search by batch number when searching for revenue through an adjustment batch. The search screen is revenue update batch and there is no option to search by batch number. When use constituent's name or lookup ID, you cann...0 Reviewed: Voting Open
-
Remember Sponsor Preferences to use when performing a transfer
If a Sponsor has preferences for the types of opportunities they would like to sponsor eg From a particular country or particular gender or age, it would be good to record these preferences in order to market additional opportunities or select a r...0
-
Add a link to the Sponsorship Record from the Opportunity Record Page
If an opportunity has been sponsored, it would be good to have a task on the left hand side with a link to the Sponsorship record. -
Unable to globally delete prospect ratings
In CRM you are unable to globally delete Modeling and Ratings scores. This would be helpful for past scores that are no longer valid.0 Reviewed: Voting Open