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Opportunity Unassociated Revenue Search, allow for the Event registrations type to show the Event Name
When linking an opportunity to event registrations, it is hard to tell what Event Registration to link to the client when they have multiple event registrations. They sometimes show Designations, and by design do not show the date. It would be hel...0
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For attributes, create the ability to add multiple values per record
For attributes, create the ability to add multiple values per record. The values are in Code Tables. Currently, it's configured to store only one value per attribute category record.0 Will not implement
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provide the ability to search by key word on all interactions and attached documentation for a given constituent (like Salesforce NGO Connect)
Some of our staff who are evaluating BB CRM against Salesforce NGO Connect really like the search functionality that Salesforce provides. It gives the ability to search through all information on a constituent record -- notes, documentation, inter...0 Reviewed: Voting Open
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add benefit adjustments to the adjustment table
When looking at the Adjustment table, would like to see added benefits in the adjustment table. Since you can add them when the payment is posted, that is an adjustment. Having all adjustments show on one table would be useful for looking at all a... -
Allow for online event registration fees and additional donations to be saved under the one revenue ID
If a registration with additional donation is completed directly into CRM it comes through under the one revenue ID (with two applications) but when a similar transaction comes through BBIS it is separated into two revenue IDs. This mucks up marke...0 Reviewed: Voting Open
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add a global delete for selection data listed in the Database Growth Management
It would be helpful to be able to delete selection data that is listed in the Database Growth Management section without having to delete each one individually. -
Only allow staff or volunteers to be owners of interactions
At the moment when you wish to 'assign' an interaction to another staff member you can just fill in their name and it will show up in their pending activity. When this person has a generic name such as John Smith, you're likely to find a dozen of ...0 Will not implement
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Allow Consolidated Receipts in eReceipting Feature Pack
Currently, BBCRM eReceipting Feature Pack only supports Per Payment Receipts. Add the option for Consolidated Receipts so that annual receipts with multiple payments can be issued electronically using the FP0 Reviewed: Voting Open
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Ability to import event seating data
If using a 3rd party seating system it is really helpful to have this data back in CRM so that all users of CRM don't have to use the 3rd party seating tool and it'ts helpful from a historically perspective.to have this in CRM0
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Replace the Patch number column with Service Pack on the release notes
For example, when visiting the release notes, in the section "Issues addressed in CRM 4.0 prior to Service Pack...", patch number is provided next to the bug. This number is meaningless to organizations. We understand the patches are cumulative ov...0