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Default Address input field labels should be used in search results
The values entered for our Default country Address input field labels (For Australia where ZIP is labelled as Postcode) are used across many pages in CRM and BBIS which is great. However in the search results output section - the labels are not us...0
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Add columns in the relationship data list for reciprocal, primary business, Organization will match
We would also like to see columns for the reciprocal relationship as well as the ‘Primary business' checkbox ’ and 'Organization will match’ check box rather than having to edit the relationship or view the details to see them. Currently there is ...0 Reviewed: Voting Open
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Add RSS feed on a record's Interactions page
Development Officers need an alert when their prospects have contact with other university staff members. A simple RSS feed on the Interactions page would accomplish this without the DO having to check multiple records for activity.0
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BBECRM: An issue with saving interactions within a Constituent Record.
The Interaction you have added is created, though you need to re-select the Interaction to do anything with it. This becomes a problem if a User wants to add some supporting documents as they may end up adding documentation to the wrong Interacti...0 Will not implement
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Copy Household Address to Members Missing Addresses
When creating a new household record, you can copy a member's address to the household, but it would be nice to be able to copy the household address to any members that do not have that address.0 Already exists
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Create a new address when AddressFinder updates an address.
When AddressFinder updates an address, it simply overwrites the address. We would prefer that it create a new address of the same type and move the old address to previous so that someone searching based on the old address would have the option to...0
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Special characters in searching?!?!??! wild cards
There are creative ways to add in aliases for people that have special characters in their name, but the logic of the search function should be able to find them for you. This is a large limitation and requires copious clicks as well as can lead...1 Reviewed: Voting Open
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Mapping - Allow me to edit the route
I would like to be able to edit the driving route. For example, I want to edit the route to take I-80 instead of I-88.0 Will not implement
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Corporate Structure Employee Information/Individual Summary does not look at Relationship End date
The Individual Summary on the Corporate Information screen does not look at the end date of the relationship. Currently, it includes employees that are no longer with the company (have a relationship end date). This is confusing. Please either dro... -
When adding Documentation, default to current user as Author
The user experience is unnecessarily complex when adding a note. The process of looking up a constituent is not necessary as most "authors" will be the current user. Why not start with that default / assumption and then lookup only as an override?0