-
Prevent contact information tile from creating an email if the email address is marked as "do not contact".
Currently the contact information tile has a hyper link for the primary email that will create an email in the default email application. I suggest disabling this functionality if the primary email address is marked as "do not contact". Another op...0
-
Include more Opportunity Designation fields in the BBDW
As the BBDW is increasingly used in the CRM application, we would like additional tables and fields added to it. Currently, the only two Opportunity Designation fields available in the data warehouse are the name and amount. We would like to have ...0 Reviewed: Voting Open
-
add a way to track the date an opportunity is expected to be realized
Animals Asia uses opportunities on their Planned Gifts. They would like the ability to track the date an opportunity is likely to be realized. The Response date field is calculated automatically when the Revenue is created. They already use this f...2
-
Add the ability to use the "Receipt Grid" merge field in the "Transaction - Donation Notification" type.
When creating a Staff Notification for Donation Transactions, there are a number of merge fields that are available. In a Donation form that is used to trigger the notification, there is an additional merge field named "Receipt Grid." We'd like to...0 Reviewed: Voting Open
-
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
-
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
-
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
-
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
-
Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided1 Reviewed: Voting Open
-
Preserve original finder number assignment after re-calculation of segment counts
As a failsafe, we would like for the original finder numbers that are assigned the first time the Calculate Segment Counts process is run to STAY with the constituent on subsequent re-calculations (unless the range is deleted entirely). Currently,...0 Reviewed: Voting Open