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The additional of Site Security to the Geo-Coding - Mapping functionality
Currently while using the Constituent Map a system user can disregard site security and view information in other constituent information in other site.0
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Allow change to original Transaction Currency on a Pledge
We actually receive a notable number of Pledges each year, where we need to change the currency on the overall pledge, not just on particular payments. Adding this functionality would save a lot of work for our Gift Processing team. Screenshot (wi...1 Reviewed: Voting Open
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Add more batch information fields like Batch committed date to Revenue Ad-hoc query
My organization would like to be able to use more batch fields in our revenue ad-hoc queries. Specifically, we would like to have the batch committed date available but there are certainly others that would be more than welcome too.0 Reviewed: Voting Open
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AES Encryption for Zipped File Process in BBCRM
Currently BBCRM allows for compressing/zipping a file with a password, but has no encryption. This idea bank article is requesting a 256-bit AES encryption option is added so that files may be encrypted at rest on a SFTP site.0 Reviewed: Voting Open
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create a copy function for correspondence processes
We could then set up templates for our typical fields and then the user could modify the other fields to match the needs of the correspondence. We are currently having issues with users not using the household function correctly and that would be ...0 Reviewed: Voting Open
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Increase the brightness for the Constituent Density Map
Currently when using the Constituent Density Map the zero density overlay is very dark. If possible we would like to increase the brightness to be more user friendly.1 Reviewed: Voting Open
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Allow Data Forms sections to allow scrolling.
When placed on a page currently Data Forms do not allow horizontal scrolling when a browser window is smaller than the page section. Other sections within CRM do allow individual scrolling.0 Reviewed: Voting Open
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Allow Grantors (Grantor constituency) to be added in bulk via batch or global change
My organization has hundreds of organizations that we need to designate as a grantor. The problem is that the only way to make an organization a grantor is through the one-off "Add a grantor" task in the Foundations functional area. We think it wo... -
Add an additional filter to Constituent Recognition Programs that will restrict the program to a selection of constituent records
Constituent Recognition Programs may need to be restricted to specific donors. The existing filters only apply towards revenue records and qualified recognition credits. It would be helpful to have a constituent-based selection filter similar to t...0 Reviewed: Voting Open
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Add an information source field on attributes
Many times, users question where the data they are seeing came from. Having the information source available on attributes will allow the staff entering the data to clearly state where the data came from so it is clear to all who can view the info...1