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BBCRM should predefine all Country and State information
It would be beneficial if BBCRM had the ability of predefining/populating country and state information. It would also be helpful if CRM had the option to import countries with pre-populated states/counties/provinces. Currently users must manually...0 Reviewed: Voting Open
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Label the Transaction Type field consistently in the tool
The transaction type field is labeled as "revenue" in the tool (some places it's transaction, other page its revenue)0
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Enhance search feature for linking associated revenue to an opportunity
Currently, it takes multiple click throughs and manual entry of either a name or ID number to find the record that needs to have revenue linked (when doing outside of gift processing). It would make more sense to default to the record that owns th...0 Reviewed: Voting Open
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Add the ability to create hyperlinks in BBCRM notifications.
When creating notifications in BBCRM it would be a great additional if hyperlinks could be created in the message portion of the notification.0
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Add new tick box option for 'Copy primary address to spouse's record' to the Manage Life Changes page.
Two new options were added to the Manage Life Changes page so users can select whether primary phone numbers and primary email addresses should be copied to spouse records or not. However, the primary address is still copied over automatically to ...0 Reviewed: Voting Open
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Add installment id in the Recuirring gift write off Query Node
We would need to get the information our from the queries, what installment has been written off at what date and what reason. This is not possible now, as there is no installment ID and if you try to query this, the query is looking only at the r...0 Reviewed: Voting Open
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Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs
My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code...0 Reviewed: Voting Open
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Add a "duplicate" button when entering philanthropic gifts manually
Because so much philanthropy is annual, when manually entering philanthropic gifts in a constituent's record, it would be soooooo helpful to be able to duplicate the entry, then just change the date and source document link as needed.0
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Opening a subquery from within the main query
It would be helpful to be able to access a subquery from within the main query when in edit mode. There are too many clicks to go and open a subquery, particularly where there is a large chain of them. It would be helpful if you could within edit ...1 Reviewed: Voting Open
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Add functionality to delete prospect plans in bulk
My organization would like to delete prospect plans in bulk. This would be a valuable additional to CRM as either a global change or as an option within the Manage prospects and plans in bulk task.