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Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs
My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code...0 Reviewed: Voting Open
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Adding Mobile phone option
Adding Mobile phone as additional field on BBIS user login/registration form2 Reviewed: Voting Open
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Allow for email type selection for address processing within Direct Marketing Effort
Within a Direct Marketing Effort > Effort Settings > Address Processing > Address Processing Options, you can select different address types for constituent mailings. EXCEPT email address types are not being pulled in here (nor can you se...0 Reviewed: Voting Open
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Allow Keyboard Shortcuts for accessibility purposes for BBCRM
A number of users have requested if Keyboard shortcuts could be added to BBCRM, for example closing down pop-ups from notes and documentation area by pressing ESC (similar to other forms).0 Reviewed: Voting Open
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Add a "duplicate" button when entering philanthropic gifts manually
Because so much philanthropy is annual, when manually entering philanthropic gifts in a constituent's record, it would be soooooo helpful to be able to duplicate the entry, then just change the date and source document link as needed.0
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Add the ability to edit the Site on a Stewardship Plan in bulk
It may be necessary to change the Site on Stewardship Plans on multiple records at once. There doesn't appear to be a way to do this via Global Change or in the Manage Stewardship Plans area in Prospects.0 Reviewed: Voting Open
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Opening a subquery from within the main query
It would be helpful to be able to access a subquery from within the main query when in edit mode. There are too many clicks to go and open a subquery, particularly where there is a large chain of them. It would be helpful if you could within edit ...1 Reviewed: Voting Open
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Add functionality to delete prospect plans in bulk
My organization would like to delete prospect plans in bulk. This would be a valuable additional to CRM as either a global change or as an option within the Manage prospects and plans in bulk task. -
Unable to search for constituents in new user sign up batches
It would be helpful to prevent duplicates if there was a search that referenced records in new user sign up batches that haven't been committed.0 Reviewed: Voting Open
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Add functionality allowing Excel files to be imported
My organization would like to import Excel (.xlsx) files in the same way .csv files are.