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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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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... -
Similar to RE7, soft-credits should show in the revenue tab of the prospective soft-creditor. Perhaps in a different colour so that primary donations and soft-credits can be identified.
Easier for fundraisers and other uses to view soft-credit history. All revenue in one place.1 Already exists
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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.