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Add ability to bulk import Country and State data
Some users may need to add States to the Country and State section, where it would then show for other areas, such as Advanced Donation Form. However, they can only be added on at the time. It would be convenient to add a way to update this sectio...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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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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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...0
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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
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Improve the performance of the "Business (Primary)" and "Prospect" query nodes
These query nodes can take up to 20 - 30 seconds to load and then the fields can take another 10 - 20 seconds to appear after that (for System Administrators as well as other roles). This slowness can cause loss of use entirely of these nodes for ...0 Reviewed: Voting Open
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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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Change site security to allow users to view but not edit constituents
Currently a user with a role that allows view only rights to constituent records for all sites can edit the contact and relationship information for constituents that are not part of their site. I would like that to be changed so that the user wou...0
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Allow Constituent Update Rules to enforce manual review of constituent changes when lookup ID is mapped in an Enhanced Revenue Batch
Currently, when constituent information is being updated in an Enhanced Revenue Batch import, the Constituent Update Rules are ignored if the import process is matching constituents using the lookup ID/constituent ID/alt ID. My organization would ...