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Allow users to map a constituent to an organizational field in an acquisition list
There is no way to create an organizational record off of an acquisition mailing. All records are created as individual records. The field is there in the mapping table when you map an acquisition list; however, the field its not mapped to go an...0
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update the batch number on a revenue record when using a Revenue Update Batch to adjust the transaction
Currently when transaction is added via a batch the system stores and displays the batch number on the transaction page. If a user adjusts the transaction using a Revenue Update Batch (RUB) the batch number is not updated. We would like the system...0
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BBECRM: Enhancement request - Batch Design to include 'Vaildate' default
Wherever validation measures are in place (whether on the batch design or on each batch itself), it should be possible to configure it (where we wish to do so) such that a ordinary User cannot commit a batch without first validating it.0
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Allow the creation of selections based on plan participants.
When I want to create a selection of constituents who are plan participants on a plan I cannot because I have to go through the Plan the query returns Lookup ID of the constituent that the Plan is assigned to. In a query or a export definition I c...0 Will not implement
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New Feature: Allow for isolation of last name of individual from household through output and query functions.
While trying to pull household information I was unable to isolate the Last name of the members of the household. 1) Creation of the household already allows for this Individual entry 2) Makes the query a little more straight forward in terms of i...0
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Viewing Constituent Data Fields within the Query tool (tooltip)
The DARS Query ‘tooltip’ requires tweaking as it fails to display text that is only partially hidden when the ‘Field explorer’ area is too narrow. Text does not appear to display in the tooltip unless the name is more than two or three letters ove...0
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Product Suggestion - Smart Query requirements
User's of BBEC at Oxford have come back with the following suggestions for Smart Queries: 1. Smart Query for no communication & interaction in the last 'X' months (interaction already exists). 2. Revenue query filter on Donor list, LYBUNT &a... -
Allow wild card or null value in smart query
My client, UNC-Chapel Hill, would like the ability to use wild cards or null values within smart query fields instead of having to select a hard value.0
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Include Invite List Name in Export Definition
In Export Definition, including "Invitee>Event>Invitations>Name" in an export definition exports all names of invitation lists. We want the name of the list in which that particular consituent exists. So, if Jane Doe is invited and was in...0
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Export definition only exports one membership per row
Export definition only exports one membership per row0