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Allow ability to set default for attribute categories Data Type Yes/No
Example, when using Yes/No attribute data type, it defaults to NO in CRM. We can't change the default to YES which creates the manual step to change it to YES.1 Reviewed: Voting Open
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Paste multiple values into a smart query
We would like to be able to cut and paste values into ‘One of’ criteria in smart queries, as can be done in ad-hoc queries (see https://bbcrm.ideas.aha.io/ideas/CRM-I-264)0 Reviewed: Voting Open
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Show Possible Duplicates When At Least Three Factors Match
It would be great if we at least got the option of "Potential Duplicate" if three parts of a constituent's data matched in two or more records...such as Last Name, Address, and Email Address. Often, a person will create their own record using a ni...0 Reviewed: Voting Open
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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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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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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 the ability to write off Event Registration balances
Donors often underpay for Event Registrations and there is not currently a way to write off the balance.0 Reviewed: Voting Open
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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... -
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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Delete Queries within a Category
We should be able to select multiple queries in a category and delete them. I currently am cleaning up a MESS of thousands of queries created over 15 years by previous users. "Delete Multiple Queries" pulls up the ENTIRE list of queries. It would ...0 Reviewed: Voting Open