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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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Allow Format Options to be applied to historical Export records when downloading the results to a file.
Currently Format Options are only applied to the results on the Recent Status page of an Export. There are times the formatting is desired on prior instances when downloading the results to a file.0 Reviewed: Voting Open
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update the Cloud portal page
Update the Cloud portal Page to advise that if a refresh is taken and a point-in-time timestamp is supplied, no new backups are taken unless the timestamp less than two hours in the past. If a refresh is taken in that time frame a new backup is cr...1 Reviewed: Voting Open
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Prevent contact information tile from creating an email if the email address is marked as "do not contact".
Currently the contact information tile has a hyper link for the primary email that will create an email in the default email application. I suggest disabling this functionality if the primary email address is marked as "do not contact". Another op...0
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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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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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Increase Character Length for the Volunteer Awards Name and Description Fields
Currently the award and description fields are capped - can the character length please be increased? We have many award names that exceed the allotted field space and it causes and issues when entering the legal award name. Also, we enter the def...0 Reviewed: Voting Open
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Allow web fonts to be used in email messages
It is becoming a common practice to use web fonts for email messaging. CRM/BBIS strips out code that supports the "link" methodology of including web fonts in an email message. This prohibits us from designing emails that utilize our organization'...0
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add a way to track the date an opportunity is expected to be realized
Animals Asia uses opportunities on their Planned Gifts. They would like the ability to track the date an opportunity is likely to be realized. The Response date field is calculated automatically when the Revenue is created. They already use this f...2