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Enhance permissions on individual attribute category edit/add
At the moment permissions for attributes are only to view or not to view. Can the permissions be enhanced so certain roles have selected levels of access: view/delete/add/edit?0
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Add a configurable Hot Link page to track external websites in CRM
Client would like the ability to have a separate page within CRM to store external websites specific to their organization so all users can access them. Want this to be surfaced unlike the Link Tank on Wealth and Ratings.0
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Add the Mapping Feature component for Canadian customers
The Mapping feature component of the ResearchPoint module isn't available to Canadian customers0
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Allow viewing of filter criteria in Export Definitions which are locked
Sometimes, when an Export Definition is in use (for a BBIS email?) it is locked and the existing fields can't be edited. In this case, we can't view the filters to see how the definition is defined. Please allow viewing of filter criteria. For t...0
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Add functionality to allow an existing constituent's lookup ID to be changed in a constituent update batch import
Currently, an existing constituent's lookup ID can only be changed on the constituent record with the Edit lookup ID task. My organization would like the ability to update a constituent's lookup ID via constituent update batch import. We think a n...0 Reviewed: Voting Open
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GDPR Add "all channels" and "End Date" options
"Regarding GDPR functionality in BBCRM 4.0 SP 15: 1) There is no selection for All Channels and 2) Can't edit the solicit code once applied to a person (can't end date it!) . Are we missing a configuration or is working as designed? Are there plan...1 Will not implement
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When adding Recognition to a Naming Opportunity via a revenue transaction with multiple designations, be able to see the associated designations, so you can choose the correct one.
Many times we have a revenue transaction that is associated with multiple designations. When assigning a naming opportunity, there will be multiple entries for a revenue transaction for the different designation, but you are unable to see which de...0
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show individual giving information in the household portion of the Revenue Annual Statement Report
Currently the Revenue Annual Statement report allows you to see the revenue giving for individual constituents or the total giving amount for the Household. When showing the report for the household it is helpful to see the individual constituents...1 Reviewed: Voting Open
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Update the 'Write a Letter' data form on Prospect Plan steps to new SP5 forms
Important new features are missing when writing to a prospect as the data form used has not been upgraded to a SP5 form as per the constituent 'write a letter' data form. The features missing are: The ability to edit letter The ability to downlo...0
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Consistency across Information Library and Task menu within Queries
It's been identified the list of available features/tasks when managing a query are different dependent upon which screen you are in. When viewing a query list from the Information Library you're able to see additional features compared to when vi...0 Reviewed: Voting Open