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Telephone numbers not visible on Planned Records view
It will be helpful when reviewing Planned records that we able to view constituents contact information. (ex. phone number)0
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have the committee contact information inherit from the member marked as primary
Currently when a committee record is created we can copy the primary member's contact information. But when that primary member changes, the contact information remains static. It would be nice if the contact information would update when the prim...0
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Managed Correspondence:Merge Label file showing merge fields placeholders instead of blank text
When running managed correspondence process the merge label file is showing merge field placeholders instead of blank text when downloaded.As a workaround we have to delete the merge fields placeholders that should be blank to not waste labels. Ex...0
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create an Excel Add-In for Mac
Please create an Excel Add-In for Mac0
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Move the location of the post it note so it doesn't cover the 'next' button when scrolling through journal entries.
When you are in the journal and want to scroll through the journal entries, if there is a post it note it covers the 'next' button. If it was moved into the empty space to the left it wouldn't be covering anything.0
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Prospect Manager end date and automate fundraiser assignment removal
Currently there is no direct link between a constituentƒ??s ƒ??Fundraiserƒ?? constituency and that fundraiserƒ??s prospect assignments. Therefore, you can only end date the ƒ??Fundraiserƒ?? constituency without changing the relationship the fundra... -
Transaction Search: Advanced Search options "sticky"
Similar to the Constituent Search, we would like to see the advanced search options be "sticky" in transaction searches.0
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add an option to auto commit batches like there is for import batches.
Please add an option to auto commit batches like there is for import batches. -
ability to edit attachments and save within BBEC
We need to be able to open and edit word documents or pdf documents to add comments and save them in the attachment area. Currently you have to save it onto a file outside of BBEC. Want to be able to edit and save within BBEC witihout going outsid...0
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Allow the user to uniquely specify the record type and the ID type used in import batches to search for duplicates
Allow the user to uniquely specify the record type (Constituent, Organization, Household) and the ID type (Constituent, Alternate, Lookup) used in import batches to search for duplicates. There is currently no way to tell the batch to check for du...