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Rename constituent advanced search label "Only search primary addresses"
When you are searching for a constituent, and click the Advanced Search button there is a check box for "Only search primary addresses". This checkbox restricts the search to not only primary addresses but any primary contact field such as phone n...0 Reviewed: Voting Open
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Surface attributes that use the constituent search on the constituent record
When creating an attribute it may be set up so that you can search for a constituent to connect to that attribute. But the attribute does not show up on the constituents record. For instance we have an attribute on event records that adds the cons...1 Will not implement
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allow dashboards to automatically select the currency based on localization settings or allow users to enter default currencies
Dashboards display using the organization currency, but for chapters that use a different currency there is no way of displaying the information in their native currency. The users are requesting either the ability to have the default currency pul...0
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search global changes
Idea Bank - UI Inconsistency When Searching Could you please standardize your user interface so that it is consistent in the terms of the filters allowed for Searching? For instance when you search queries you can search by name and the person wh...0
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relationships - Automatic with setup
No description provided0
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When BB CRM is configured to use Windows authenticaiton, you are forced to close all browser tabs to complete the logout from the BB CRM.
Fix the problem that is introduced when Windows authenticaiton is configured for CRM authentication. On Logout a user is forced to close all browser tabs to complete the logout.0
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Allow users to delete advocate Constituency code
Requested by Jr Achievement. PBI 2377200
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the ability to check finder AND source upon import
Need to make sure when a finder come in upon import that it matches on the source code as well.0 Reviewed: Voting Open
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Add ability to run multiple processes simultaneously (without affecting performance)
User needs to be able to run counts and activate mailings (for separate efforts) at the same time in order to meet production schedule successfully for different business units within my organization. Requested by Jr Achievement. PBI 41324. -
Restrict user rights for specific fields of constituent record
Customer would like to configure a role that will allow users to edit some fields of a constituent record (ex: relationships) but not others (ex: contact info)