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Add the ability to delete 'Completed' Prospect research requests
Once in Completed status, there isn't a way to delete Prospect Research requests. This may be useful in the event that an organization would like to remove a historical (non-active) Prospect Researcher from appearing in the Prospect Research drop ...0 Reviewed: Voting Open
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Default the type and use codes per designation on the opportunity record to those on the purpose/designation record.
Why: Currently when selecting a designation on an Opportunity, the user is asked to input Type and Use Codes. The Type and Use Codes would be very good data on the Opportunity, but it is burdensome to ask the user to remember or look up the Type a...0 Reviewed: Voting Open
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Allow for active directory authentication for user single sign on
Our organization uses BBIS to administer our employee giving campaign. We would like to be able to authenticate via active directory in order to have single sign on to the users we setup in BBIS so they would not need to remember another login/pas...0 Already exists
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Add Media Link and Note query view nodes to the Constituent Source ad-hoc query.
Currently in CRM Media Link and Note information is not available from front end ad-hoc query for Research Requests. The below out of box tables would need to be added the Constituent Source Query View. ASSIGNMENTMEDIALINK BANKACCOUNTADJUSTMENTMED...0 Reviewed: Voting Open
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allow constituents to pay for auction purchases using a gift-in-kind payment method
Currently you cannot tie a gift in kind with an auction purchase. You generate the following error: The chosen payment method cannot be applied to an auction item purchase. The acceptable payment methods are Cash, Check, or Credit Card. The sugge...0 Reviewed: Need Further Info
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auto expand query search folders in 3.0 webshell
When searching for a query, the folders by default are collapsed, as opposed to 2.91, where they were expanded. This adds another step in the process of finding the query you want.0
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A 'My Tasks' Dashboard to function in a similar way as the My Fundraiser page
This page could be a useful place to display items including pending interactions, completed interaction overview, outstanding event tasks and potentially ties into the palnned Reminders functionality. This page would pick up data where user has...0
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BBIS registration source - batch
We would like it to be indicated within the batch where the registration (page/part) has come from. The source of the transaction is not currently displayed. BBEC must know this information, as you are able to assign transaction batches to differe...0 Reviewed: Voting Open
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allow user to post Event registrations to the General Ledger
I would like to ensure that event registrations commitments (before a payment is made) get booked and posted to the General ledger. -
Planned Giver constituency whereby it is only automatically added to records
There is a defect with the Planned Giver constituency whereby it is only automatically added to records when at least one designation has been added against a Planned Gift and not at the point that the Planned Gift is created. In a majority of cas...1 Reviewed: Voting Open