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Display incoming lookupid on the duplicate resolution form.
When importing records with lookupids, it would be very helpful to see if the possible duplicate record lookupid matches the incoming lookupid0 Reviewed: Voting Open
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Add Benefit Data to the data warehouse
Currently, part of the benefit data is in the data warehouse DIM_BENEFIT table, but there isn't any way to join it to the relevant revenue data that exists in the data warehouse. This data should be linked to the revenue data so that it can be inc...0 Reviewed: Voting Open
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Add ability in ad-hoc query to select by when direct debit payment details updated
We need (under our banking regulations) to send a copy of our terms and conditions to any supporter who updates their direct debit payment details, yet there does not seem to be a way to query such details to allow us to schedule a thank you email...1 Reviewed: Voting Open
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Add Recurring Gift Activity Query to Revenue node
To allow add fields like Activity in ad-hoc query it's required to add this query view.4 Reviewed: Need Further Info
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Ability to add additional "channels" for Marketing efforts
We are beginning to use texting more and more to commuicate with our alumni, especially our younger alumni populations. The only options currently are mail, email, phone or multi-channel.0 Reviewed: Voting Open
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Increase Filtering Critera Options for Data Lists
I would like to be able to use "Contains" and "One Of" as filtering criteria for Data List text fields as I do now for Ad Hoc Queries. We share queries with other members of the organization by making Pages containing Data Lists. The extremely lim...3 Reviewed: Voting Open
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Utilize the SQLServer Integration Services Catalog to host SSIS Packages instead of the file system.
We utilize a clustered SQL Server setup at the foundation which requires that any package changes be propagated to two separate locations on the file system. In addition we have a separate financial data warehouse where we use SSIS packages that a...1 Reviewed: Voting Open
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Use Standard Date Criteria for the Task Reminder Apply Date Criteria screen
With the frequency for Task due dates, there is a need for using the Standard Date Criteria that is available in other date criteria queries.1
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Populate Start and End dates listed on the Prospect Research Report under Wealth and Ratings
The fields appear on the Prospect Research Report, however are blank. These include empty columns for the constituent phone numbers and addresses. The dates exist for the constituent in BBEC, but not displaying on the report which seems unfinished...1
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Increase the size of the Description field for Ad-hoc Queries (and Data Lists and Export Definitions)
We store the history of changes to Ad-hoc Queries in their Description fields, but sometimes run into a limit. Please make this field a memo or similar very large field. The same is true for Export Definitions (although we don't tend to update the...