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modify security to specify which types batches a security role can committ
As a financial data entry clerk, I cannot committ revenue batches. I also enter Designation and GL batches to add or adjust existing Designations and GL accounts. I need the ability to committ these GL batches, but with the Batch Security Features...0
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Security users - end dates or way to future date inactivating an account
If an account could automatically be end dated so that it was no longer active. We often know an employees last day and we have to remember to remove all roles the day after his/her finish date.0
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Provide standard Feature Groups for BCRM
Currently BB provide standard feature groups for Altru, would be useful to also provide some of these for all BCRM versions (possibly covering some basic task sets) so that during upgrades, newly added/replaced features are permissioned as per the...0
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allow ability to add philanthropic gift categories
Philanthropic gift categories are currently defined by NOZA and table values come over directly from the NOZA source. The table is not accessible to clients for making additions. I recommend shops be able to add their own categories, while leavin...0
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Allow users to edit the Organization Position History to edit and delete fundraisers
The Organization Position History page shows the list of all the constituents who have filled a specific position. It is not currently possible to edit or delete the names of people who have filled the position, even if they are incorrect.1 Already exists
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Imports to update constituents are overwriting user-defined constituency
Is anyone using imports to update constituents, and are you experiencing any issues with the process overwriting user-defined constituency codes that already existed on the record? Assuming BB has yet to effectively address this situation for your...0
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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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I would like to filter revenue in a constituent export definition with and appeal
I am attempting to create a billing reminder for BBIS. It requires an export definition. I am attempting to filter to specific pledges by appeal and there is not node that allows me to filter by appeal. Therefore I can't get my data to be correct ...0 Reviewed: Voting Open
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Make it possible to edit existing tasks add new custom tasks in the ad-hoc query page
We would like to have the ability to add a button in the task pane of the ad-hoc query page, to delete the query. It sometimes would be quicker to be able to delete the query here, rather than having to go into the information Library to load the ...0 Reviewed: Voting Open