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Add deceased and inactive columns to the research list under prospect
This would allow for a person to better manage the list. One could quickly identify on the list who had been marked inactive or deceased and then remove the person from the research list.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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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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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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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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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 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. -
I would like to prevent entry of new items from the Planning Calendar and make it view only.
I cannot turn off "Add" permissions to Planning Calendar items, nor can I hid the Add button using Page Designer. According to a response to Case # 14264343, "the main issue lies in the fact that the "Event" and "Appeal Mailing" options within the...1
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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.