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Add the ability to do table merges
Raiser's Edge has this capability and it is very helpful. It allows you to clean up a table quickly and move those with the value to the new value. You have the option to automatically delete the old value.2 Reviewed: Voting Open
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Add a deceased notification date
Occasionally we are notified that an individual is deceased long after the deceased date so we base our deceased report on our deceased notification date. Currently we store this as an attribute. Ideally this would be a date field available on the... -
add a transaction's original post date to the revenue query view
Currently the post date field is replaced with the adjustment post date when an adjustment is added to a transaction. There isn't a field to pull in the original post date in the revenue query.1 Reviewed: Voting Open
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Distinguish between commitments and payments for batch totals
It would be helpful to distinguish between the projected totals for commitments (e.g. pledges and recurring gifts) and cash (payments) when creating or modifyin the properties for a batch. We need to be able to verify the total deposit for a batc...1 Reviewed: Voting Open
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provide the ability to associate one appeal with multiple events
No description provided0 Reviewed: Voting Open
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Manage Attributes
Attributes do not currently follow BCRM business rules. They are not site specific, not controlled by security nor can they be made inactive. This lack of ability to manage them makes then a dangerous tool for our associates.1 Reviewed: Voting Open
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Create a global change process to standardize phone formatting
There's a global change to standardize constituent names and addresses so that they are formatted correctly - can we add the ability to standardize phone numbers based on phone formatting specifications (based on the phone formatting set for count...2 Reviewed: Voting Open
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show Lookup IDs and Alternate Lookup IDs on the preview merge tab
ELCA has a constituent merge process that requires records be merged one way as we don't want to change ID numbers. The preview merge form does not show Lookup IDs, so it is necessay to go into each record to look at the consituent to determine so... -
Ability to edit setting of attributes, in particular the "One per record" checkbox
I am working with Arthritis Foundation and they find a need to be able to edit attribute categories. One of the main things that they think they should be able to more easily change is the checkbox that specifies if this attribute should be one pe...0 Reviewed: Voting Open
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Add staff notification options for BBIS Memberships and Advanced Donation Forms
BBIS has a staff notification that can alert staff when regular donation forms and event registration forms are submitted. It would be great if the same functionality existed for BBIS Memberships and Advanced Donation Forms.3 Reviewed: Voting Open