-
add a way to extract only the current primary manager for a prospect from Query and from Export
There currently isn't a way to extract a list of constituents who may or may not have Prospect Managers and include the names of only current prospect managers where there is one. The Prospect Status Tile and the Prospect summary correctly show th...Reviewed: Voting Open
-
Add the option to search for an application type of "Other" to the Opportunity Unassociated Revenue Search
Currently the Opportunity Unassociated Revenue Search Form does not have an option to search by application type of Other. This is problematic as many gifts have this application type. -
Add the ability to write off Event Registration balances
Donors often underpay for Event Registrations and there is not currently a way to write off the balance.Reviewed: Voting Open
-
Add the ability to add constituent specific IDs, such as Prospect Research Request IDs, to the Add Notification form
My organization uses notifications to indicate that a constituent has a Prospect Research Request open. We usually just have 1 constituent per research request, which means that adding a new constituent notification for each individual prospect re... -
Add parent and primary labels to Organization tile
Users need to see this information immediately on the organization tile, and without needing to dig for the information elsewhere. This is primary information about an organization and should not be buried under tabs. It would be nice if the paren...Reviewed: Voting Open
-
Alert Proxy User owner when PAT expires unexpectedly
Please create a real time (email?) alert to the application user who is the owner of a Proxy User and alert the application user when a Personal Access Token (PAT) is marked inactive. This is particularly problematic when the PAT is marked inactiv...Reviewed: Voting Open
-
Allow the selection for which BBIS site the emails sent from CRM are sent from.
We have multiple sites in CRM and BBIS for each foundation. We need the ability for the email being sent using Marketing and Communications in CRM to be sent through a specific site in BBIS so that the end users can access the email reports specif... -
Add Constituent Demographic fields to the Profile Update Form
Our organization utilizes the Demographics fields (found on a constituent record under the Personal Information\Personal tab > Demographics section) and would like our end-users to be able to populate this information via a Profile Update Form ...Reviewed: Voting Open
-
Ability to subscribe a constituent to a newsletter in CRM
We would love the ability to subscribe a constituent to a newsletter in CRM.Reviewed: Voting Open
-
Create a business process to permanently delete deleted BBIS Lists from db tables
There is a business process that deletes emails from corresponding db tables, but nothing for BBIS ListsReviewed: Voting Open
