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Include Name Format Options in Correspondences
Name Format Options should be available for Correspondences just as they are for Marketing Efforts. I have to do so much clean-up on correspondence exports to make the Addressee and Salutations for Households.0 Reviewed: Voting Open
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Option to hide Smart field if Constituent doesn't meet criteria
We have many smart fields that only apply to subsets of constituents but since each appears for every consittuent, the Smart field tab is very long and practically unusable. It would be wonderful to have an option on each smart field to only displ...2 Reviewed: Voting Open
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Allow searching on feature permissions
As a CRM System Admin, I would like to be able to search over feature permissions (from the Assign Feature permissions window) so I can easily find the permissions for a particular topic or area. For example, I would like to be able to search on I... -
Allow users the ability to change the owner of a query in bulk.
Some clients may have a couple of employees who have changed jobs. These prior employees may own many queries. It would be helpful if you could change the ownership of those queries to someone else. Ideally, we would need a bulk way to change owne...3 Reviewed: Voting Open
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add start date on new moved address when using AddressFinder process
while it nicely end dates the previous address for someone, it does not add a start date, just puts effective move date in the details section of the address. We use start date so we know when we internally changed an address. Please add option to...0 Reviewed: Voting Open
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make the ability to be able to bulk-register invitees from an invite list on an Event.
It would be nice to be able to select IDs from the invite list you want to register and then be able to select them and then register. Much like you can update event attendance in bulk.0 Reviewed: Voting Open
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BBDM Email not Using Ribbon Interface
The BBDM email editor does not use the Ribbon Interface which was promoted as a change to all HTML content editors utilising BBIS.0 Reviewed: Voting Open
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Waiting List functionality within Events
The need has been identified for Waiting List functionality to be built within the Events area of BBCRM, which can be accessed from the Invitations area and Registrations area, and which records those who would like to come but for whom there aren...2 Will not implement
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Automate marital status update on divorce
The constituent configuration is set to automatically apply the marital status of ‘married’ when you add a spouse. However, when you remove a spouse, the marital status does not change and still says married on both spouse’s screens. If adding a s... -
alphabetize by last name in data lists
When looking at a large data list, we need the ability to sort by LAST name and not just by the name field (which sorts by first name).1 Reviewed: Voting Open