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Ability to create Default Sets for Interactions
Cient has requested the ability to create default sets of values for interactions, like they are able to do within RE. At present, we can default/hide fields when creating an Interaction Batch but it would be nice to have this ability with one-off...4 Reviewed: Voting Open
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Contact information marked as not valid should remove primary contact flag
If any contact information is marked as not valid (Do Not Mail, Do Not Phone etc) then it should no longer be marked as Primary, even if it is the only one0 Will not implement
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BBECRM: additional fields on mail preference screen
The ability to select specific Addressee and specific Salutation for a Mail Preference -
Add auto-generated start dates to Major and Loyal Donor Constituencies
Add auto-generated start dates to Major and Loyal Donor Constituencies, which are system generated. For example, if we configure loyal donor to start at 3 consecurtive years of giving, the start date should be the gift date that fulfills this crit...0 Reviewed: Voting Open
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Provide ability to be notified via email on Queue failure
It would be very helpful to be able to be notified via email when queue processes fail in CRM. Currently, our data warehouse ETL refresh queue can fail for days before an end user notices an issue within the DW custom reports. I know this capabili...1 Already exists
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Add an AddressFinder setting to ensure all constituents with a shared address have their address information updated
When we run the AddressFinder process, we are running into a problem where only some constituents with a shared address are receiving the update from AddressFinder. So, for example, prior to running AddressFinder, we may have a household and all h...0 Reviewed: Voting Open
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Add column STARTDATE with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table
Our organization would like to request that a STARTDATE field with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table in the CRM data warehouse. This will facilitate more accurate reporting and would be a valuable addition to out of box functi... -
remove QUERYRECID from query results.
Users can create queries and export the results in Microsoft Excel format. However, some users have experienced two additional fields displaying in the .xlxs output file which were not a part of the query output criteria. These two fields are Rev/...0
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allow the clear results button to be active when a receipt process is interuppted
Occaisionally a receipt process will be unexpectedly terminated and the only way to clear results is via a SQL query. This button should light up for any time that there are transactions that need to be cleared. -
Searching in an event invitation
We want our end-users to have the easiest flow possible. A frequent question is "Did ____ get an invite mailed to them?" And people have now learned to go the event, go to the Invitations tab, select the invite and search the name(s). Here's the...0 Reviewed: Voting Open