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Not require an adjustment reason when changing an opportunity on a revenue record
When changing an opportunity on a revenue record it does not effect the GL. It should not be required to add an adjustment reason when it does not update the GL.0
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Find a better way for us to re-order name formats. Having to click a new name format 100 times to get it to appear at the top of the values list is really, really tedius - nearly unacceptable.
No description provided0
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create a method for defaulting Research Request assignment to research staff
The Research Request assignment queue process is multi-step where our office is not large enough to require as much overhead to complete requests. Since we directly assign Research Analysts to a portfolio of officers, it would reduce data entry st...0
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Add a column for "Level of Interest" for Personal Interests like the option currently available for Funding Interests.
It will allow us to better serve our constituents by tracking not only what interests they like but which interest they do not like. Basically a way to say, "I dislike" golf, so we know not to invite them to a golf tournament, etc.0
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Allow filter to specify multiple revenue types on the Opportunity Unassociated Revenue Search form
My organization doesn't want to include event registrations in the Opportunity Unassociated Revenue Search form results as it adds to many results. Currently, the filter on the search form only allows us to select one revenue type. Because we are ...0
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surface the website entered under organization information to the organization information tile
I would like to immediately see the website for the organization in the tile instead of having to drill down into the tab below. Since we are surfacing the other information from the tab to the tile, please also surface the website.0
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any sponsor preferences noted in the assignment batch be captured and saved to the sponsorship preference tab for ALL assignments, including reserved child assignments.
We recently learned that sponsorship preferences for SC Member sponsors are not saving to the sponsorship preferences tab in BBEC when reserved children are being assigned. Even when assigning reserved children, some sponsors indicate sponsorship ...0
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add the ability to query for Planned Gift Sites in the data warehouse
Occasionally there may be a mismatch between the site tied to financial transaction line items versus the planned gift site. We'd like to surface a BBDW report to our staff so they can periodically discover and remedy those discrepancies at their ...0
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Don't limit the number of characters for the mission statement on the EmailFinder opt out message
When trying to submit an EmailFinder search through Data Tune Up in CRM, you are required to put in your mission statement. Unfortunately the number of characters is limited and if your mission statement is more than 2 sentences you are not able t...0 Reviewed: Voting Open
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Be able to make an automatic Export process and send user link to export file.
This would be useful because the process wouldn't have to be manually kicked off and the person who is in charge of reporting can open the link to review the file.0