-
Fix Appeal Performance Report
The calculations are doubling in parts of this report, number of gifts, etc. It seems to be counting both pledges and payments to come up with some of the counts.We have a customized solution of CRM through JFNA and the Jewish Federation Collectiv...0 Reviewed: Voting Open
-
Keyboard shortcuts 4.0
Keyboard shortcuts would speed up data entry, it would save time by not having to move from the keyboard to the mouse. It would also assist those with disabilities and have difficulties with using a mouse.2 Reviewed: Voting Open
-
Add the ability in the Social Media Account tab on a constituent record for LinkedIn to autopopulate the User ID.
For example, when adding Facebook to the Social Media Account tab on a constituent record, it will autopopulate the User ID. It would be nice to have the same format and functionality work for LinkedIn as well.0 Reviewed: Voting Open
-
Allow event registration fees to have a revenue catgegory added.
Currently event registration fee transactions cannot have a revenue category added. We use the revenue category to code our payments to match our finance system and a NULL value is not useful for our GL function. We have a number of event registra...0 Reviewed: Voting Open
-
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
-
Add a Recurring Gift Cancellation process - similar to Sponsorship cancellation, where a reason must be provided
Please add a cancellation process to recurring gift records, so when a constituent wants to cancel their recurring gift a reason why must be entered. This should be similar to the Sponsorship cancellation process. At present we can only change th...2 Already exists
-
Include Name Format Options in Correspondences
Name Format Options should be available for Correspondences just as they are for Marketing Efforts. I have to do so much clean-up on correspondence exports to make the Addressee and Salutations for Households.0 Reviewed: Voting Open
-
Insert Merge Fields Within Hyperlinks In BBIS Emails
I would like to append merge fields to a hyperlink within a BBIS email in order to pre-populate values on a web form. For example, an email may contain a link to an online form and I would like to append the recipient's name and address details as...7 Will not implement
-
Option to hide Smart field if Constituent doesn't meet criteria
We have many smart fields that only apply to subsets of constituents but since each appears for every consittuent, the Smart field tab is very long and practically unusable. It would be wonderful to have an option on each smart field to only displ...2 Reviewed: Voting Open
-
Allow searching on feature permissions
As a CRM System Admin, I would like to be able to search over feature permissions (from the Assign Feature permissions window) so I can easily find the permissions for a particular topic or area. For example, I would like to be able to search on I...