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Allow Consolidated Receipts in eReceipting Feature Pack
Currently, BBCRM eReceipting Feature Pack only supports Per Payment Receipts. Add the option for Consolidated Receipts so that annual receipts with multiple payments can be issued electronically using the FP0 Reviewed: Voting Open
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Allow posted deposits to be unposted and unlocked
My organization has posted a deposit before we intended to do so (we wanted to add some additional payments to it). We would like to request the ability to unpost deposits so that we can unlock them and make more changes before reposting.0 Reviewed: Voting Open
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update tabs on constituent records that are inconsistently “sticky”
The tabs on a constituent record have the feature of being able to be dragged and dropped into a different position on the row of tabs. Once moved, the tab should stay where it was placed. This works inconsistently, with the tabs re-ordering based...6 Reviewed: Voting Open
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Allow Filtering by Date Range - Add the 'Between' filter operator to date fields, as in queries
We use filtered custom tabs quite a bit, they allow you to really customize the presentation of your data. However, when you set up filtering for a date field in a Data List, there is not currently a 'Between' date filter operator to allow you to ...4 Reviewed: Voting Open
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Delete Code Tables
Code Tables can came over through conversion that are no longer used. It would be helpful to be able to delete these tables for overall better data hygiene. If not this should be highlighted during the implementation process so organizations know ...9 Reviewed: Voting Open
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Be able to add and end date the Prospect constituency from the Prospect Assignment Process (under Manage prospects and plans in bulk)
If the Prospect Assignment Process lets you create new prospect assignments and remove prospect assignments, then you should be able to add the Prospect constituency to records that do not have it, and be able to end date the Prospect constituency...1 Reviewed: Voting Open
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Expand what ratings are included in Prospect Segmentation/Analysis
Currently the list of ratings available to choose from within Prospect Segmentation does not include some ratings such as Mid-Level Likelihood.0 Reviewed: Voting Open
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Assign Prospects in Bulk: add sorting, filter on active
For the Assign Prospects in Bulk screen: 1. allow sorting by each column, so that all the same prospects (and their plans) can be grouped together when looking for unassigned prospects 2. Add a checkbox filter to only pull up Active prospects if d...1 Already exists
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Ability to add an end date to an address without the Do Not Mail to this address being checked.
No description provided0 Reviewed: Voting Open
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Create Global Change Process to Add, Update or Remove Name formats
It would be great to have a global change process to Add, Update or Remove Name Formats from Constituent Records.3 Reviewed: Voting Open