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We would like to be able to filter on one or some of the sub-events from the Registrations tab of the main event.
When the “Include sub-events” check box is marked on the Registrations tab of an event, all events can be seen, and we would like to be able to pare down that list with a filter.0
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Allow us to customise the length of time before the auto-fill link in the user registration email expires (currently 30 days by default)
Different user bases will have different requirements - some will be much more likely to be able to respond to the registration email more swiftly and therefore the security can be improved by reducing the length of time before the email expires. ...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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allow Outlook calendar items to be sent to CRM
Our users are requesting a way to 'mark' Outlook calendar items so they are picked up by the 'Download Exchange Data' process and fed into CRM as a new interaction.0
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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. -
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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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...1
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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 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.