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Allow for configurable match setting for addresses in constituent updates within global data entry settings
We would like to have control over the match settings for "similar" addresses in constituent updates. We wish to retain an address as new if it has a lower similar score, but update or ignore the address when it has a high or exact similar score. ...0
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add the event start and event end date to the sort options to Registrant for Export definitions
My lay leaders like to see if a constituent has attended recent events, but they do not want to see every event they have ever attended. I would like to sort event attendance in descending order and list just the last 5 or so. This will allow deve...0
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Repurpose the "Merge Selection" tool so that it can be used to populate event invitations in CRM
The Merge Selection tool is a very handy way for a CRM user to create a new subset of constituents based on existing selections. It seems like it would be fairly easy to repurpose this tool so that it could be used to populate event invitations. W...0
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Add support for UnionPay as a card type in BBPS and BBMS
UnionPay is a card type common to the Asian market and we would like to allow payments in BBIS and CRM using this type.
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Reviewed: Voting Open
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Add ability to map "Other" Application subtypes in GL transaction mapping
We have different kinds of "Other" non-charitable revenue that we need to add in CRM to understand the 360 degree view of our constituents and their relationship with the organization. Having the ability to map the subtype for the Other applicatio... -
add invitations to the deceasing options
deceased clients are still shown on invitation lists - although they would not be sent anything using the invitation process it would be useful if one of the deceasing options related to this so they could be removed from this list or a flag of so...1 Reviewed: Voting Open
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Please order the month categories chronologically rather than alphabetically
This allows for a more straight-forward process when adding a segment to a marketing effort0
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Have a delete button on the REFUND section of Application details
Users may enter REFUND records in error so that they need deleting.0
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make scheduling job occurrences more flexible
at the moment the jobs occurrences have to be very uniform - daily or weekly. But if you need to schedule a fortnightly, or monthly occurrence - that isnt possible. You also cant edit individual occurrences e.g. we are closed for a maintenance day...0
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Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information.
Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information. Fundraisers prefer to complete next step information at the time of filing a conta...0