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Make the datalist for prospects match the major giving management widget
The major giving management widget has filters that include steps for prospect teams, when the steps are clicked on it brings you to a prospect datalist that does not retain any filters.0
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Add the ability to query on Auction Item Purchases that are in Reserved Status and/or on Transaction Dates that are in 'Pending'
Users may wish to make a list for Auction Items that are still in Reserved status regarding purchase information. Additionally, it would be useful to have the ability to query on Transaction Dates that are Pending. This would allow the user to che...0 Reviewed: Voting Open
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alter the field order so that Joint Life matches Joint Annual when exporting membership cards
We'd prefer if all membership card exports matched, but we would be satisfied if the joint annual matched the joint life membership card types0
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Allow users to select revenue types to be considered for the Giving Dynamics Report
The Giving Dynamics Smart Query allows for you to select the revenue types you wish to report on, but the Giving Dynamics Report lacks these parameters. The report would be much more usable by our organization if these parameters were available. ...0
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Individual Search: Unhide "Country" as a Filter Field, so we can search for Individuals by Country
As our organization uses BBEC from the US and Europe, we had to replace the Individual search with the Constituent Search in order to utilize the Country Search Field. But we have found that causes other issues (e.g. Add Individual Relationship). ...0
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Attributes: Start Date and End Date allow YYYY
One of the ways we use Attributes is to house awards given to record holders. Often these awards need only a YYYY value and we don't know the exact month and day the award was given. Right now we use 01/01 as the default but it is misleading to ou...0 Reviewed: Voting Open
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Create a Global Change that allows you to clear out One-Off batch templates
We have a handful of enhanced revenue batch templates, but frequently use field options when entering data to speed up data entry for one-off batches. Using the field options results in the system effectively building an entirely new batch templat...0
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Add a Query Source View: Constituents with household info rolled up (from the BB Data Warehouse)
We are upgrading to 4.0 and are very excited about the new Rolling Date feature in Queries. However, I was surprised to see that it is only available in a single Source View "Constituents (From the BB Data Warehouse)." It would be great to also ha... -
add a 'Go to' button on non-revenue batches.
Currently, revenue batches allow you to pull up a constituent record. It would be nice if our data team could pull up constituent records while looking at profile update batches from BBIS.0
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edit stock/ stock sale forms to calculate amount based on number of median price and share quantity.
Stock and stock sale add/edit return an error when the quantity of shares multiplied by median price is not equal to the receipt or sale amount. We request that CRM populate the relevant amount field based on logic or that the error message retu...0