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Batch Pagination - Items per page
Due to Pagination it would be helpful to have the ability to increase the items per page in a batch like you can on data lists.0
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allow users to add a new channel when they're working in a communication template
Currently, when adding a communcation template, the channels are hard-wired in. We would like to be able to add additional entries.2 Reviewed: Voting Open
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Add Alias type of Maiden name
When the maiden name is automatically added as an Alias, add the type of Maiden name. This will save time, we have to go personal and manually add the type. -
Generate new GL distributions for changes to a revenue field that drives/calculates a GL segment mapping
When "Appeal" or "Inbound Channel" are used to drive/calculate a specific GL Segment mapping, any adjustments (via ad hoc form or revenue update batch) to these fields on a revenue transaction should produce new GL distributions. But BCRM fails to...0
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add ability to restrict relationship types pairs
You are already able to restrict relationships to certain types (e.g. organizations, individuals), but it would be helpful to also restrict specific relationship pairs so that one half can only go with the correct other half.1
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Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided1 Reviewed: Voting Open
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Allow web fonts to be used in email messages
It is becoming a common practice to use web fonts for email messaging. CRM/BBIS strips out code that supports the "link" methodology of including web fonts in an email message. This prohibits us from designing emails that utilize our organization'...0
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add a way to extract only the current primary manager for a prospect from Query and from Export
There currently isn't a way to extract a list of constituents who may or may not have Prospect Managers and include the names of only current prospect managers where there is one. The Prospect Status Tile and the Prospect summary correctly show th...0 Reviewed: Voting Open
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Increase the size of drop down boxes to display all information
We would like to see the size of all drop down boxes increase across the product. We have many codes/descriptions that are similar, it would make it easier and faster to see the entire field to insure that the correct option is being selected. The... -
Specify default email address type
In Admin, you can specify which email address type to include on forms. We want to be able to specify the order these should appear (they are currently alpha) and the type that should be set by default.
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Reviewed: Voting Open