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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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Add the ability to add a new planned giving vehicle option
Users would like the ability to add new entries to the Vehicle options functional area and Vehicle table, such as Endowment, etc.0 Reviewed: Voting Open
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Update USP_GET_CRM_INTEGRATION_STATS to be more efficient using a union
The integration in BBIS that checks to see how many email records are currently waiting to be synchronized can be changed slightly and be much more efficient. It is worth noting that we believe that this call has negatively impacted our large emai...0 Reviewed: Voting Open
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Add the ability to create hyperlinks in BBCRM notifications.
When creating notifications in BBCRM it would be a great additional if hyperlinks could be created in the message portion of the notification.0
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Be able to delete a merged selection
If I merge selections, and then no longer want or need that merged selection, I would like to be able to delete it rather than clutter the database with unneeded merged selections.0 Reviewed: Voting Open
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Merge field handling
With SP37, TinyMCE v6.8.2 is now being used in CRM and BBIS. TinyMCE introduced a merge tag feature in v6.2 (released 9/26/2022). This new feature does not involve using images as placeholders. The email processor and email editor should be update...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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Constituent Update rules should consider capitalization changes as a difference to a constituent names that could trigger review depending on how your update rules are configured.
Currently the Constituent Updates functionality (within Global Data Entry Settings) does not take into consideration case sensitivity, so this does not trigger a manual review as it does not see capitalization as different. (Constituent Update rul...1
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add the capability to copy a marketing plan from year to year
Much of the information in a marketing plan remains the same. Allowing users to copy a plan from year to year would save a lot of time and make the use of marketing planner more meaningful and fruitful0
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Categorise seeds by channel
Create functionality to categorise seeds by channel, i.e. Post, Phone, SMS, etc. This will also us to bring in a group into the marketing effort rather than have to choose seeds one by one.