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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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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 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. -
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.1 Reviewed: Voting Open
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Add Benefits to Advanced Donation Form
We often set up a giving page for an event or appeal that will include a benefit/quid. However, there is no way for us to include that in the gift information that is sent to CRM. This means that our gift processor has to know the benefit should b...1 Reviewed: Voting Open
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Allow us to customise the length of time before the auto-fill link in the user registration email expires (currently 30 days by default)
Different user bases will have different requirements - some will be much more likely to be able to respond to the registration email more swiftly and therefore the security can be improved by reducing the length of time before the email expires. ...0 Reviewed: Voting Open
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Import/batch of Opportunities
When busy, it's easier for our fundraisers to add their updated opportunities offline on a spreadsheet that can be imported for them by support staff rather than adding each one themselves in BBCRM.0 Reviewed: Voting Open
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Update label "Gender" to be "Sex"
The current values under Gender actually reflect Sex options for a person. In efforts to be inclusive, having this field name align with values would be extremely helpful and desired by Yale.0 Reviewed: Voting Open
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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...0 Reviewed: Voting Open