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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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Receipt Date separate Merge Fields
Allow flexibility by providing merge fields for date elements of a receipt date. For example, rather than just providing a single merge field for the receipt date in an eReceipt (e.g. "July 25, 2019"), allow us access to the elements of the receip...1 Will not implement
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Add full event URL option to query output
While trying to supply a feed of events to a vendor, we found that there is only an option to supply the event ID, but not the full URL to the event when using query builder. It seems it would be best to have an item that can be added to the query...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...0
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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. -
Include the ability to use constituent titles within a donation form for estore
The estore app does not include the ability to use constituent titles within a donation form. This is necessary to maintain conformity with our existing online donation forms. -
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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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
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all the constituent customize summary tiles be able to change on a global basis for all users
To allows a user to change the constituent customize summary tiles to change on a global basis verses each user having to go in and change the tiles.