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Batch Pagination - Items per page
Due to Pagination it would be helpful to have the ability to increase the items per page in a batch like you can on data lists.0
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allow users to add a new channel when they're working in a communication template
Currently, when adding a communcation template, the channels are hard-wired in. We would like to be able to add additional entries.2 Reviewed: Voting Open
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Generate new GL distributions for changes to a revenue field that drives/calculates a GL segment mapping
When "Appeal" or "Inbound Channel" are used to drive/calculate a specific GL Segment mapping, any adjustments (via ad hoc form or revenue update batch) to these fields on a revenue transaction should produce new GL distributions. But BCRM fails to...0
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add ability to restrict relationship types pairs
You are already able to restrict relationships to certain types (e.g. organizations, individuals), but it would be helpful to also restrict specific relationship pairs so that one half can only go with the correct other half.1
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Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided1 Reviewed: Voting Open
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Increase the size of drop down boxes to display all information
We would like to see the size of all drop down boxes increase across the product. We have many codes/descriptions that are similar, it would make it easier and faster to see the entire field to insure that the correct option is being selected. The... -
Add the ability to set up recognition for Planned Gifts that do not have revenue on them.
This would be useful in the instance that Planned Gifts are not booked as revenue when they are added to the system, but the organization would still like to process recognition for Planned Gifts, even though they do not have revenue on them.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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Create a business process to permanently delete deleted BBIS Lists from db tables
There is a business process that deletes emails from corresponding db tables, but nothing for BBIS Lists0 Reviewed: Voting Open
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Ability to ADD a new constituent under the Prospect Profile Request after search pulls no constituent
Currently you have to back out of the request go into Constituent search then add new constituent then go back into the request to add a request. This is cumbersome and would be more streamlined is there was an ADD button feature just as there is ...0 Will not implement