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Similar to RE7, soft-credits should show in the revenue tab of the prospective soft-creditor. Perhaps in a different colour so that primary donations and soft-credits can be identified.
Easier for fundraisers and other uses to view soft-credit history. All revenue in one place.1 Already exists
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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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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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Make BBIS date merge field in event acknowledgement configurable
At the moment, the merge field is using dd/mm/yyyy format but for event it is much more user friendly when it is showing as dd MMMM yyyy (i.e. 20 September 2018 instead of 20/09/2018) to avoid date mistake due to difference of date formats with mo...0 Reviewed: Voting Open
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add the option to query BBIS pages
There should be an option to query existing pages, urls and parts in use in BBIS and their corresponding configuration. If for example I am looking for all the parts using a specific designation/a given attribute/ask amounts, I should be able to s...0 Reviewed: Voting Open
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We would like to be able to filter on one or some of the sub-events from the Registrations tab of the main event.
When the “Include sub-events” check box is marked on the Registrations tab of an event, all events can be seen, and we would like to be able to pare down that list with a filter.0
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allow Outlook calendar items to be sent to CRM
Our users are requesting a way to 'mark' Outlook calendar items so they are picked up by the 'Download Exchange Data' process and fed into CRM as a new interaction.0
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Add functionality to the Tokenizer to enable updates to existing recurring gifts and pledges with new credit card token
My organization would like to suggest a new feature to be added to the Tokenizer utility, enabling updates to existing recurring gifts and pledges with new credit card tokens that are created. At present, using out of box functionality, there isn’...0 Reviewed: Voting Open
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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. -
Alphabetize Tasks
When assigning security, it is difficult to locate the task you are trying to enable as they are not in alphabetical order. There are a large number of available tasks in each functional area and one must scroll slowly through the list to find the...0 Reviewed: Voting Open