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Show which rows were changed in the History tool
The history tool is extremely useful to us; however, only if we are able to see which rows are changed. It does our Records team no good to see that a phone number was changed to primary if you don't know which phone number was changed from primar...0 Reviewed: Voting Open
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Phone number types in BBIS
Currently when donating and signing-up online in BBIS, the only phone type available is "Home Phone", this needs to be expanded to include all other phone types in CRM (mobile, work phone etc).3 Reviewed: Voting Open
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Add functionality to allow Emojis to be sent in the subject line of a BBIS email
Our organization would like to use emojis, which are popular in today's digital interactions, and we think other organizations would do the same5 Reviewed: Voting Open
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Add demographics including ethnicity to the Constituent Update Batch
Currently you can only add the ethnicity via batch for new constituents. We would like to be able to add/update demographics including ethnicity via the Constituent Update Batch as some of our interface systems add this information after the const...1 Reviewed: Voting Open
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Add a field to the event add form to specify remote access information whether a conference phone number or webcast link
Smaller events such as committee meetings these days are very often joined remotely. We need some place to store this information to be able to surface it on reports for communication to attendees and facilitators. This field should also be added ...0 Reviewed: Voting Open
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Change designations or allow to be blank for opportunities without the Solicitor becoming unlinked
When a designation is changed in batch the solicitor becomes unlinked from the opportunity. We need to be able to change the designation without the solicitor losing credit.3 Reviewed: Voting Open
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Allow the Planning Calendar to filter between Marketing Acknowledgements and Direct Marketing Efforts.
Currently when filtering on the Planning Calendar both Marketing Acknowledgements and Direct Marketing Efforts are displayed when checking 'Marketing Efforts,' which can can lead to confusion. It would be helpful if there were separate options.0 Reviewed: Voting Open
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create a refresh all marketing efforts queue for a specific time frame
We have a queue process that refreshes our Marketing Effort results on a nightly basis. However, I need to add every single Marketing Effort individually to this queue once it is activated. We are asking for a way to create a process that refreshe...0 Reviewed: Voting Open
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Allow user to click through to definition of Ad-hoc Query Selection used in 'Exists in' criterion in Ad-hoc Query
We often use the 'Exists in' criterion within an Ad-hoc Query definition. To find out how such a subquery is defined, we have to go and find it in the Information Library, by typing in its name to search for it. Please add an option to the existin...3 Reviewed: Voting Open
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Allow inactive Stewardship Plans to be made Historical
Stewardship plans cannot be historied as they are completed or become inactive. Historical functionality exists for Prospect Plans. The only option for Stewardship Plans currently is to add the word "Historied" in the stewardship plan title. They ...1 Reviewed: Voting Open