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Add ability to query on recognition credits for membership installment plans
Currently, the Revenue Recognition Credit Query view cannot pull in non revenue data (i.e. an unpaid membership Installment plan). The Recognition types are entirely related to revenue. However, it would be useful to have the ability to query on r...0 Reviewed: Voting Open
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Designation Merge Field for Additional Donation
We are moving off the COER event registration form to the "Event Registration Form" part in BBIS. On the COER confirmation webpage and in the acknowledgment email there is a merge field option for designation. When added the confirmations would sh...0 Reviewed: Voting Open
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Add a very simple index that is missing on the Generated Market Segment tables.
This index would reduce system resource consumption. Below is an example query captured with the index: select @TESTSEGMENTID = MD.TESTSEGMENTID, @SEGMENTID = MD.SEGMENTID from MKTSEGMENTATIONDATA_90C0B288_6FD8_45B8_AE64_5AB89B2EA21C MD where MD.D...1 Reviewed: Voting Open
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Add an additional node on the Constituent Source view that allows users the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.
When creating a query using the Constituent Source view, users would like the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.0 Reviewed: Voting Open
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Address Summary tile shows former addresses
The address tile shows former addresses, while the contact tab give you the option to show or hide former addresses on the constituent record. There should be a way to hide the former addresses from the Address summary tile0 Reviewed: Voting Open
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Allow a single currency ISO for multiple locale.
Currently in CRM when adding a currency the ISO must be unique. Some countries use the same ISO code for their currency and it would be beneficial to be able to add them. An example is the code EUR for Euro which is used by over 30 countries.0 Reviewed: Voting Open
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Suggestion to add Revenue Handling with Merge Organization functionality
Was surprised to discover that the "merge organization" tool which allows the simulation of real-life acquisitions or mergers between companies *does not* include the transfer ofrevenue from the company/(ies) that will no longer exist to the compa...1 Reviewed: Voting Open
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Global Change - Include Start Date on ALL 'Add Attribute' options, especially 'Add Revenue Attribute'
In response to a previous idea (Global Change - add attributes), a new feature was introduced in SP19 to include a start date on the 'Add Constituent Attribute' global change. However, the new functionality is not available on the 'Add Revenue Att...0 Reviewed: Voting Open
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Standardize Constituent Add Form Fields
My organization would like to require the Title and Title 2 fields when creating constituents across all forms and batches. We were able to do this on the Individual Add Form, but unfortunately we cannot do that for the Revenue Batch Individual Ad...0 Reviewed: Voting Open
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Need ability to generate a receipt for a constituent that is marked as deceased
Our business practice is to book estate gifts against the constituent with whom we had the original planned gift. However, the out of the box receipt process will exclude constituents that are deceased. We need the ability to include deceased reco...0 Reviewed: Voting Open