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Make BBIS date merge field in event acknowledgement configurable
At the moment, the merge field is using dd/mm/yyyy format but for event it is much more user friendly when it is showing as dd MMMM yyyy (i.e. 20 September 2018 instead of 20/09/2018) to avoid date mistake due to difference of date formats with mo...0 Reviewed: Voting Open
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Add functionality to the Tokenizer to enable updates to existing recurring gifts and pledges with new credit card token
My organization would like to suggest a new feature to be added to the Tokenizer utility, enabling updates to existing recurring gifts and pledges with new credit card tokens that are created. At present, using out of box functionality, there isn’...0 Reviewed: Voting Open
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Be able to delete a merged selection
If I merge selections, and then no longer want or need that merged selection, I would like to be able to delete it rather than clutter the database with unneeded merged selections.0 Reviewed: Voting Open
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add the option to query BBIS pages
There should be an option to query existing pages, urls and parts in use in BBIS and their corresponding configuration. If for example I am looking for all the parts using a specific designation/a given attribute/ask amounts, I should be able to s...0 Reviewed: Voting Open
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I would like to prevent entry of new items from the Planning Calendar and make it view only.
I cannot turn off "Add" permissions to Planning Calendar items, nor can I hid the Add button using Page Designer. According to a response to Case # 14264343, "the main issue lies in the fact that the "Event" and "Appeal Mailing" options within the...1
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Alphabetize Tasks
When assigning security, it is difficult to locate the task you are trying to enable as they are not in alphabetical order. There are a large number of available tasks in each functional area and one must scroll slowly through the list to find the...0 Reviewed: Voting Open
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Constituent Update rules should consider capitalization changes as a difference to a constituent names that could trigger review depending on how your update rules are configured.
Currently the Constituent Updates functionality (within Global Data Entry Settings) does not take into consideration case sensitivity, so this does not trigger a manual review as it does not see capitalization as different. (Constituent Update rul... -
add the capability to copy a marketing plan from year to year
Much of the information in a marketing plan remains the same. Allowing users to copy a plan from year to year would save a lot of time and make the use of marketing planner more meaningful and fruitful0
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Categorise seeds by channel
Create functionality to categorise seeds by channel, i.e. Post, Phone, SMS, etc. This will also us to bring in a group into the marketing effort rather than have to choose seeds one by one. -
Update Aspose to allow more Mail Merge functionality
My organization has SkipIfs in our Word Merge files which currently do not work when processed by CRM. This is because CRM uses an older version of Aspose in which the SkipIfs are not supported. Aspose added this functionality in a release on 8/20...