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Make start date, info source and region fields mandatory
I would like the ability to make ceratin fields mandatory for our data entry staff.0 Shipped
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add start dates to solicit codes
It is imperative that we have start dates on our solicit codes so that we can accurately store that information and know when a solicit code was placed on record.0 Shipped
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Ability to key in to drop-dwon fields
No description provided0 Shipped
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Unable to export the 5 Year Giving Summary tab
I would like to export the Five Year Giving Summary tab in order to include it in presentations to our board. -
Unable to save event registrant preferences
We have registrants that attend the same events every year. I would like to be able to save their preferences from past events so we don't have to ask them again. -
Unable to add an appeal to an event registration
I want to associate our event to an appeal so that I can track whether that appeal brought in more event registrants. -
BBECRM: Enhancement request - The name in the top banner of the BBEC product
Delivered0 Shipped
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BBECRM: Require a wider range of fields which can be made mandatory.
Including Industry, Solicit Codes, and Address Source fields -
allow us to output the most descriptive, succinct, and practical heading for the column on query
No description provided0 Shipped
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Ability to change the Wealth Capacity ranges from the front end
We would like the ability to change the Wealth Capacity ratings from the front end, without the use of developer time.