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Allow for import of recognition credits to both a new and existing constituent within the same batch
Within an enhanced revenue batch import, we need the ability to add a new gift and assign recognition credits to the new donor, in addition to assigning recognition credit for this new gift to an existing constituent. Although the "new/edit consti...
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Reviewed: Voting Open
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Make the timer on the event registration form configurable
Today, a timer is present for the end user on an event registration form if the event is restricted to capacity. This timer is for 10 minutes; however, when many events are present on the form 10 minutes may not be enough time for the user to comp...4 Reviewed: Voting Open
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Name formats on Household
Would like the ability to put name formats on a household record.0 Reviewed: Voting Open
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Archive or mark Marketing Efforts as Inactive
My organization has way too many marketing efforts as the years go by. We would love the ability to archive them in some fashion or make them inactive so they don't appear in normal searches or in the marketing efforts list unless you are specific...0 Reviewed: Voting Open
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Add the ability to import Interactions using Alternate Lookup ID
From BB Support: tested this in sample site and can confirm that you can’t match constituent in interaction batch on the basis of alternative lookup id.The client needs to provide constituent lookup ids to find a constituent.FYI: In interaction ba...5 Reviewed: Voting Open
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Allow Query Dependencies feature to be permitted to non-sys admin users by system role
The query dependencies feature was useful to us because it prevented our developers from having to write database queries to find dependencies preventing query deletion. Without allowing this feature to be permitted to users, the task falls back t...2 Reviewed: Voting Open
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Allow Consolidated Receipts in eReceipting Feature Pack
Currently, BBCRM eReceipting Feature Pack only supports Per Payment Receipts. Add the option for Consolidated Receipts so that annual receipts with multiple payments can be issued electronically using the FP0 Reviewed: Voting Open
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Allow traits to be added to constituents without having to first make them volunteers
When a constituent is configured as a volunteer, you can now add traits to that constituent. A constituent trait is something that often if not always pertains to the constituent as a person not necessarily just as a volunteer. Traits and especial...0 Reviewed: Voting Open
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Globally make Prospect Plans "Historical"
Need to have a way to make a group of Prospect Plans Historical.6 Reviewed: Voting Open
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allow for the deletion of event invitation correspondence records from a constituent record
Currently there is not front end operation to delete the correspondence record from the constituent record for an event invitation nor is it deleted by the system when a user deletes the actual event invitation from the event leading to confusion.7 Reviewed: Voting Open