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Add a "Add to Queue" feature on segments and selections
It would be really good to be able to go into a segment or selection and be able to click a button from there that would add them to a queue (that you would then select from a list). The process right now is to go into the queue (if you have right...0
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Make the record type dropdown a type ahead field for instance when creating a new ad-hoc query
In the system there are a number of query definitions that translate to record types. Wherever a user has to select a record type, that dropdown is cumbersome to use. It would be more helpful if it was a type ahead field where more than one charac...0 Reviewed: Voting Open
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Ability to expose additional page definitions when selecting query results
Currently, when running a query and clicking on the Results tab, one can select a row and choose the page definition to open from a defined set of page definitions. Would like the ability to define which page is opened, outside of the available pa...0 Will not implement
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modify security to specify which types batches a security role can committ
As a financial data entry clerk, I cannot committ revenue batches. I also enter Designation and GL batches to add or adjust existing Designations and GL accounts. I need the ability to committ these GL batches, but with the Batch Security Features...0
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Security users - end dates or way to future date inactivating an account
If an account could automatically be end dated so that it was no longer active. We often know an employees last day and we have to remember to remove all roles the day after his/her finish date.0
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Provide standard Feature Groups for BCRM
Currently BB provide standard feature groups for Altru, would be useful to also provide some of these for all BCRM versions (possibly covering some basic task sets) so that during upgrades, newly added/replaced features are permissioned as per the...0
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allow ability to add philanthropic gift categories
Philanthropic gift categories are currently defined by NOZA and table values come over directly from the NOZA source. The table is not accessible to clients for making additions. I recommend shops be able to add their own categories, while leavin...0
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Allow users to edit the Organization Position History to edit and delete fundraisers
The Organization Position History page shows the list of all the constituents who have filled a specific position. It is not currently possible to edit or delete the names of people who have filled the position, even if they are incorrect.1 Already exists
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Imports to update constituents are overwriting user-defined constituency
Is anyone using imports to update constituents, and are you experiencing any issues with the process overwriting user-defined constituency codes that already existed on the record? Assuming BB has yet to effectively address this situation for your...0
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I would like to filter revenue in a constituent export definition with and appeal
I am attempting to create a billing reminder for BBIS. It requires an export definition. I am attempting to filter to specific pledges by appeal and there is not node that allows me to filter by appeal. Therefore I can't get my data to be correct ...0 Reviewed: Voting Open