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Enable Query of Constituent Recognition Credit Defaults
We discovered that constituent recognition credit defaults are not removed when the relationship that generated them is deleted. We have a separate Idea Bank request to generate a warning when deleting a relationship that generates rec credit defa...3 Reviewed: Voting Open
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Need the ability to "Folderize" import selections
Ad hoc queries can be saved in folders - import selections need the same functionality or they will become unmanagable.1 Reviewed: Voting Open
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Dynamic dates (start, end, expected) for global changes
Interaction global changes are very useful for setting up reminders for managers when gifts come in. BUT the expected date needs to be changed every day! If there were an option to set to "today," this would be great!5 Reviewed: Voting Open
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Add the ability to report on on the total amount of expected revenue from a Recurring Gift and its current payments.
Currently in CRM there is not a way to calculate the total expected amount of a Recurring Gift that has an end date along with it's current payments.0 Reviewed: Voting Open
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Add option to flag event as a 'virtual event'
During 2020 we have had to move a lot of our events to a virtual platform. It would be great if there was an option to flag the event as being a virtual event. It would also be great if the flag pulled through on to the BBIS booking pages as well.0 Reviewed: Voting Open
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Include the GUID of a Code Table Value in the Code Table list view
So users can more easily grab the GUID of a code table value for use in Advanced Configuration.0 Reviewed: Voting Open
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Open PDFs in browser without having to download first
Due to the way PDFs (and all attachments) are stored in BBCRM, the files must be downloaded before they can be opened. It would be useful to make a funtionality change to BBCRM to allow the browsers to recognise that the files can be opened direct...0 Reviewed: Voting Open
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Alow changes to be made to the prospect plan a planned gift is linked to
There is currently no way to change the prospect plan a planned gift is linked to so if the planned gift is linked incorrectly when entered, you have to delete out the planned gift and enter it back in, in order to change the plan that the planned...1 Reviewed: Voting Open
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allow users the ability to add defaults for the form view of membership batches
Currently you can add defaults to a membership batch but when you switch to the form view the defaults do not persist. There isn't a way to add defaults to the form view. This would speed with data entry and also reduce mistakes when entering memb...2 Reviewed: Voting Open
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Edit registrants and guest together
When updating the status of a registration/registrant after they have registered and change their plans (or after the fact - e.g. marking someone as did not attend), the system should pull up other guests that registered with them to alter their r...0 Reviewed: Voting Open