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Allow recurring steps on a prospect plan
We would like to be able to add recurring steps to a prospect plan, and not be limited to entering a step per year if there is a recurring initiative attached to a solicitation.0
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allow us to enter multiple stewardship types for a single constituent on the Purposes Steward tab
Our Endowment team sends out multiple types of year end results and we are unable to show that a single constituent received more than 1 report type.0 Will not implement
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Add 'previous search' function to searches
In Raiser's Edge there was a 'previous search' button to allow you to call up your last search. It would be useful to have similar functionality on searches in BBEC, and maybe even extend it to allow you to call up older searches (say, your last 1...1
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Improve Readability of Interaction Comments in the Details Pane
The details panel for Interaction comments is so small (only displays a few lines) and scrolling is difficult, making it not very useable. We need more real estate for the Comments. Today, staff have to go into Edit mode in order to read the comme...0 Reviewed: Voting Open
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Ability to print interactions
Our users would like the ability to print an interaction out directly from CRM in a report format. Sometimes when there are a few to follow up, an easy way to remember to action them is to print them out.0 Reviewed: Voting Open
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educational status types
We would like the ability to add a few more status types to the currently BBEC imbedded educational status types. Per our Case 11537000, these are hard coded and we cannot make changes to them. -
add phone number extension field
We need the ability to add a phone number's extension when adding a phone number to a constituent. Currently, there is no way to add the extension outside of the phone number field itself. However, it would be much more efficient and clearner data... -
auto-populate the start date to default to the current date when a new constituent record is created
Currently BBEC adds a notation outside of the start date field in the 'Edit address' dialog box that lists the date of creation. It would be more useful for this to auto-populate in the start date field, along with the option to change it if we wi...0 Reviewed: Voting Open
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Ability to Control Constituent Name on Screens and Reports
We have many people on our database that do not go by First name, Middle Initial, Last name. Many people use nicknames, middle names, etc. At UIF, we record the name a person wishes to be called in a BBEC Name Format. However, the BBEC Name Format...1
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Improve the Province/State/County view
If the country is outside of the United States the state/province abbreviations are not as familiar as they are in the United States: Example: Uruguay: How do we know what FD stands for? Possibly have FD – Florida or have FD one field and Florida...0