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Update USP_GET_CRM_INTEGRATION_STATS to be more efficient using a union
The integration in BBIS that checks to see how many email records are currently waiting to be synchronized can be changed slightly and be much more efficient. It is worth noting that we believe that this call has negatively impacted our large emai...0 Reviewed: Voting Open
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Create a way to map sold stock to different accounts based on their application type.
Proceeds from stock sales for outright donations go to a different ledger than proceeds from stock sales that are funding a planned gift. CRM does not currently allow mapping for this functionality.0 Reviewed: Voting Open
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create functionality to render constituent photos in query results and other parts of the program
We want get a list of all prospects with their pictures without having to write a customization. A constituent query allows you to output the photo, but it's just a varbinary string of characters and not the photo. We would like the ability to ren...1 Reviewed: Voting Open
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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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Allow for interaction attributes to be added to the Add StepForm.
Currently there is not a way add an Interaction Attribute to a step using an Attribute Form Extensions. This functionality exists for adding an interaction itself but not for a step even though a step is considered an interaction.2 Reviewed: Voting Open
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create a process to assign a step to multiple existing prospect plans
We are requesting a process to assign a step in bulk to multiple plans owned by different prospect managers. For example, 'follow-up with prospect after an event." -
Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...0 Reviewed: Voting Open
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Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
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Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.0 Reviewed: Voting Open
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Ability to add suppression file for email
It would be nice to be able to upload a .csv file of email addresses to create a suppression list for BBIS. We would like to move over from other email systems and have people that have opt-ed out of emails but we do not have any information other...2 Reviewed: Voting Open