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Attributes & Documentation Types to have security based on Grant or Deny
Currently Attributes and Documentation Types have a security of Deny or nothing (nothing implies granted) This makes setting roles quite cumbersom. In order to limit an Attriubute to a small number of people I have to create a role - Deny the Att...0
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On the Results screen for the Constituent Search by Name or Lookup ID for the columns can you please add the Site ID as a column
add site ID as a column on the Results for the Constituent Search by Name or Lookup ID0
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Sticky Columns!
I LOVE the sticky search fields coming in 4.0.... next stop, sticky columns. Allowing the column widths to stay put after a user changes it.2 Reviewed: Voting Open
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Under Administration/Queue display more information such as date/time last run and add more filters
Under Administration/Queue display more information such as date/time last run and whether job schedule is set or not so that as an administrator you can quickly look to see what issues you need to address similar to Administration/Business Proces...0
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Request to set a timeout limit for SQL jobs
To allow the user to set a timeout period for any process that runs on the sql backend. This should allow the user to enter a specific timeout period which informs the user that the process has exceeded its normal runtime. The value could be added...1 Reviewed: Voting Open
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be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?1 Reviewed: Voting Open
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Add contituent update rules that are missing in BBIS batches
Event registration and profile update batches do not currently have a tab in their configuration for 'Constituent updates', implying that they do not follow the configured system rules and also cannot have custom rules applied on a 'per batch' bas...0 Reviewed: Voting Open
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Changing a Sponsorship Location's designation should update the recurring gifts to for all active, existing sponsorship from that location to the new designation
Currently, if a Sponsorship Location's designation is changed, the existing active sponsorship recurring gifts all have the old designation and new sponsorships from that location have the new designation. My organization would like it if changing...0 Reviewed: Voting Open
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Making the schedule/payment plan field available to export for merged Acknowledgement Letters
Currently, when exporting data for merge fields in our Acknowledgement Letters, whether it is a pledge or a recurring gift header, we use a combination of pledge/gift amount, frequency and first installment date. This is adequate for most gifts bu...0 Reviewed: Voting Open
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Change or supplement the Active User Query View to be more accurate / useful
The Active User Query View uses the ACTIVEUSERMONITORINGLOG table which only logs API calls. So, if a user doesn't do something that results in an API call, then they will not show as being active. If, perhaps, it was based on USERPAGEHISTORY or t...2 Reviewed: Voting Open