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Allow the option for user specific default account systems.
On recurring gift schedule, system-wide default Account System is overriding an individual's Account System as defined in their security profile. I would be helpful if BBCRM would allow for user specific default account systems as the current func...0
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Allow multiple transactions to be chosen from Existing Revenue in Opportunity
Currently when adding Existing Revenue to an opportunity, you can only select one transaction at a time after searching for the constituent. Constituents regularly make multiple transactions for their revenue and it would be great to associate mul...0 Reviewed: Voting Open
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Allow memberships to show as commitments on the add/edit payment form
Our organization would like memberships to show up as commitments when selecting "find commitments" on the Add payment form and edit payment form.0 Reviewed: Voting Open
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Add a Source Code Search task to the Marketing and Communications area
So we can easily look up a Source Code. It could just be an interface to the 'Source Code Search' Search List.0 Reviewed: Voting Open
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Configurable donation acknowledgement email template
It would be extremely helpful if we were able to specify and edit/configure a global donation acknowledgement email. I'm not sure where the current default text comes from, but every email has to be edited every time a new donation form is created...0 Reviewed: Voting Open
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Allow Custom email alert to send the entire results of the datalist when an alert is trigerred. Currently, only the results that were added since the last time the email alert was sent will be delivered.
No description provided0 Reviewed: Voting Open
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Update Import Selections process to accommodate Membership Installment plans
Records fail to import during the Import Selections process for record types that did not exists (or were not in scope) when the Import Selections process was implemented. For example, we get errors (failed to import) for Membership Installment Pl...0
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Make Checkboxes Sticky on all Search Screens
Currently checkboxes are sticky on the Constituent search and a few others. We would like to see this functionality extended to ALL search screens.0
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"Given Anonymously" checkbox in revenue batch disappears when lookup ID is changed
Once a constituent is changed and a new constituent is entered in the extended revenue Batch, the anonymous box that was checked for the original constituent is now unchecked.1
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The ability to set employee information to a future date
Currently when adding a constituents occupation information the date can not be in the future. But some time it is already known the start dates ahead of time. it would be useful to be able to put in future dates1 Reviewed: Voting Open