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the email address inserted from the online event registration form cannot be added to the existing constituent record if that email address has already existed in that the constituent record. Also, that email address can not be marked as primary email address if the constituent already have the primary address. Even through I have argued this is a bug, BB support still insist this work as design and suggest us vote this issue.
No description provided0
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Tie security to position in the org hierarchy
Granting users permissions is a manual process. It would be more efficient to automatically grant CRM users permission based on their position in the org hierarchy.0 Reviewed: Voting Open
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Option for a Drop Down in a Gift Batch to Choose Tribute Acknowledgee Name
In RE when adding a tribute to a gift in batch there is the option to choose the acknowledgee. This is helpful when a donor specifically wants one family member to be notified of their gift as sometimes multiple family members as listed as acknowl...0 Reviewed: Voting Open
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Allow automatic Fundraiser on the Go access after signing into VPN
Currently, self-hosted clients using mobile devices must first logon to their VPN and then login to their instance of Fundraiser on the Go. A more streamlined approach would be to add functionality that allows automatic Fundraiser on the Go access...0
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When viewing an Interaction from the Constituent record or the Interaction itself the participants on the interaction should show as links to their records.
This would allow us to know who actually is on the interaction instead of just a name take John Smith for example.0
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Allow event task owners to be copied
When copying an event and you select tasks to copy, it does not copy over the task owner, when you have over 100 tasks on the event you then have to manually update each task with the owner. It would be good to have a check box that asks if you wa...0 Reviewed: Voting Open
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Change the security settings for the Group Summary data (Households)
The Constituent Group Summary View has both group information and revenue summary embedded in this form (one permission controls this, Constituent Group Summary View) with 4 separate summary tiles . The form then imports two datalists, which have ...0 Reviewed: Voting Open
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add the ability to split Appeals on Pledges.
In addition to splitting Designations on Pledges, it would be helpful to be able to split Appeals.0
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Add designation numbers (not just names) to Rev/Rec History tabs
It would be helpful for users to be able to see the designation number - as well as the name - when looking at the list of gifts on the Revenue History and/or Recognition History tabs. Currently they can see the name, but not the account number. I...0
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Default household recognition credits-allow option to exclude non-spouse household members
In the recognition settings configuration, there are default household recognition options. We would like to suggest an additional option for the "For member revenue recognize". It would be nice to have the option to recognize the spouse with a re...0