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Smart Field - Exclude payments adjusted to $0
Allow for a smart field to calculate payment that are in certain ranges. For example, we want to exclude payments that have been adjusted to $0.00 but currently cannot. Anytime we look at a smart fied to see how many gifts someone gave, it icludes...0 Reviewed: Voting Open
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Make the state/state abbreviation filters a searchable drop down in Query
Currently, when attempting to select a state/state abbreviation for your query (under the constituent node), you must scroll through all 32+ pages of the drop down list to find and select the desired state. Instead, we would prefer the state/state...0
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Constituent single gift consecutive year donor smart field: option to base on calendar years
The constituent single gift consecutive year donor smart field is based on fiscal year giving (as per fiscal year configuration). It would be nice to have the option to base this smart field on calendar year as well, particularly since the naming ...0
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add the ability to run the Prospect Profile report for households
We keep financial data at the household level so the prospect profile report doesn't work and the constituent profile report will not show data from Wealthpoint because data in wealthpoint is at the name level. We have to manually enter data to ge...0
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Ability to Print reports direct from CRM (without having to download to PDF first)
Our users would like the ability to print reports from CRM without having to download them to a PDF first. This function should be available for any browser.0
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allow Fundraising Hierarchy to be exported and maintain relational view
Apart from the 500 row limitation, export of the Fundraising Hierarchy removes the relational view aspect of levels) either allow this view to be maintained on export or provide export/printable report that uses this view.0 Reviewed: Voting Open
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Allow reports to be created, named and saved like we could in RE.
Many of our customers are asking why they can't create a report, name it and save it like they could in RE. I know the functionality just isn't in BCRM. But we would like to see that in a future release.0
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allow users to restrict the ablitity to add, edit, and delete ad-hoc or smart queries
Currently users with rights to a specific query view are able to add, edit, and delete queries. We would like users to be able to view queries but we don't have a way to restrict their ability to perform additional record operations on them. We be... -
Add a gift fee node to the DesignationLevel1 node in query
It would be helpful to be able to query on the gift fee that is set at the account. It is a critical piece of information used to calculate gift fees on a revenue transaction.0
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It would be good to have an un-do option within the query builder
When building a query, in haste I sometimes select the remove field where either the wrong field is highlighted or the wrong level (filter rather than output) is selected. It would be good to be able to undo this rather than find the node and add ...0