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Comment or note on Application user Account
Tracking user departments or other details would be easier if there was a comment/note field on the application user account. This should be available in the application user grid.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'... -
Ability to ADD a new constituent under the Prospect Profile Request after search pulls no constituent
Currently you have to back out of the request go into Constituent search then add new constituent then go back into the request to add a request. This is cumbersome and would be more streamlined is there was an ADD button feature just as there is ...Will not implement
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Allow ability to set default for attribute categories Data Type Yes/No
Example, when using Yes/No attribute data type, it defaults to NO in CRM. We can't change the default to YES which creates the manual step to change it to YES.Reviewed: Voting Open
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Add a global change, or other bulk method, to end date prospect plan managers even on historical plans
My organization would like a way to add end dates to primary managers on historical prospect plans. We have several thousand historical prospect plans without end dates for the prospect management team (Primary manager, secondary manager). To get ...Reviewed: Voting Open
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Option to have Adjustment Post Date default either to the current date or original post date
We distribute certain revenue reports based on their post date.Reviewed: Voting Open
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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.
Reviewed: Voting Open
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Add "see who's coming" list for events
I want to easily offer a list of people who have already registered for an event from the event registration page to encourage people to see who's coming, and register themselves.
Reviewed: Voting Open
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add employer and job title fields on event registration form
We would like to see employer and job title as fields on the BBIS registration form that come into the batch the same way as for sign-ups and profile updates. We are currently collecting employer and job title as part of event registrations as reg...Reviewed: Voting Open
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Add options on the CMS Delete Email process to specify between deleting bulk emails and transaction emails
Some organizations may wish to retain history and reports on their bulk emails while cleaning up the history of older transactional emails which have limited reporting value. Currently the process removes all email types.Reviewed: Voting Open
