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be able to output the Revenue Application ID in Revenue BBDW query view.
Need a way to include the application record ID in the output of the query so I can ensure I'm getting distinct records for verification? All I see is the revenue record - and it is the same value for all the entries.0
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Update Query Builder so that dates are consistently interpreted regardless of Browser settings
Currently, if user A creates a query in a browser with US date settings (mm/dd/yyyy), then user B runs this in a browser with UK date settings (dd/mm/yyyy) the two queries will return different results. This is particularly high risk where marketi...0
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Add validation to Add Event forms so that End date can't be before Start date
Reported on SP 6 -
Add a global change that can change the alternate lookup ID types on constituent records
My organization has a selection of thousands of constituent records that currently have one alternate lookup ID type but need the type changed to another alternate lookup ID type (without changing the value). There are global changes to add and de...0
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Expand Default Designation Functionality from the Appeal -- allow for split designations & default into batch with revenue entry
We have a number of instances where revenue to certain appeals should be split amongst multiple designations - ie. 20% to designation 1 and 80% to designation 2. We'd like to specify default designations &percentage of split at the appeal &...0 Reviewed: Voting Open
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Add a configuration setting to limit the execution time for ad hoc queries/exports
We have users that create large/complicated ad hoc queries that can take hours to run. If we get a few of those running in the system, overall system performance can take a hit. We try to encourage users to schedule large queries/exports after hou...1 Already exists
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Providing additional font sizes for email editor
Currently the email editor within BBCRM is fairly rigid in what sizes can be selected - could this area of the system represent other best in class products by providing the user an ability to alter font sizes as required. Currently the only way I...0 Reviewed: Voting Open
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Include additional fields to filter/overwrite values for the Revenue Update Batch process
You can currently only filter/replace values for appeal, campaign, date, designation and solicitor. We'd like to be able to override Next transaction dates for Recurring Gifts specifically -- and with the removal of Find/Replace functionality with... -
Move the Help button on the top right of the user interface
Most of the time the Help button, on the top right of the screen, covers up the 'more' double arrow to view other tabs. Its Just Really Annoying!!1 Will not implement
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Apply consistent logic between Last Commitment Smart Fields and Largest Commitment Smart Fields
Our organization uses the Last Commitment and Largest Commitment Smart fields and we noticed that a written off pledge can still show up as a Latest Application but not as the Largest Application (if it was in fact the largest application). We thi...0