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Household Roll up
Would like all information within a household to roll up from each member to the household like it does for revenue and interactions. For example, would like all member attributes, relationships, constituencies and contact information to roll-up t...0 Will not implement
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allow for the deletion of event invitation correspondence records from a constituent record
Currently there is not front end operation to delete the correspondence record from the constituent record for an event invitation nor is it deleted by the system when a user deletes the actual event invitation from the event leading to confusion.7 Reviewed: Voting Open
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Ability to see a list of the processes which use a Selection or Export Definition
It would be great to see on a query with a selection or an export definition which processes are currently referencing that item. So if we make changes - we know which processes will be affected by the change.0 Reviewed: Voting Open
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Allow Consolidated Receipts in eReceipting Feature Pack
Currently, BBCRM eReceipting Feature Pack only supports Per Payment Receipts. Add the option for Consolidated Receipts so that annual receipts with multiple payments can be issued electronically using the FP0 Reviewed: Voting Open
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Allow posted deposits to be unposted and unlocked
My organization has posted a deposit before we intended to do so (we wanted to add some additional payments to it). We would like to request the ability to unpost deposits so that we can unlock them and make more changes before reposting.0 Reviewed: Voting Open
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update tabs on constituent records that are inconsistently “sticky”
The tabs on a constituent record have the feature of being able to be dragged and dropped into a different position on the row of tabs. Once moved, the tab should stay where it was placed. This works inconsistently, with the tabs re-ordering based...6 Reviewed: Voting Open
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Allow Filtering by Date Range - Add the 'Between' filter operator to date fields, as in queries
We use filtered custom tabs quite a bit, they allow you to really customize the presentation of your data. However, when you set up filtering for a date field in a Data List, there is not currently a 'Between' date filter operator to allow you to ...4 Reviewed: Voting Open
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Delete Code Tables
Code Tables can came over through conversion that are no longer used. It would be helpful to be able to delete these tables for overall better data hygiene. If not this should be highlighted during the implementation process so organizations know ...9 Reviewed: Voting Open
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Be able to add and end date the Prospect constituency from the Prospect Assignment Process (under Manage prospects and plans in bulk)
If the Prospect Assignment Process lets you create new prospect assignments and remove prospect assignments, then you should be able to add the Prospect constituency to records that do not have it, and be able to end date the Prospect constituency...1 Reviewed: Voting Open
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Expand what ratings are included in Prospect Segmentation/Analysis
Currently the list of ratings available to choose from within Prospect Segmentation does not include some ratings such as Mid-Level Likelihood.0 Reviewed: Voting Open