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Permit interaction import to Group (Committee) records with participants
We need to be able to import interactions to group/committee records and include one or more participants on those interactions. Within the same import, we anticipate multiple interactions being uploaded to the same committee record with a differe...1 Reviewed: Voting Open
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Allow to alter sections, form, used, datalists used under them, captions, actions of the sub-tabs under main tabs in alertpage xml functionality
We had to use xml.modify many times whenever there is new specs that were introduced in any SP and if we had something customized, and may want to replace back to product spec since resolved in SP. It would be great if we do not have to modify the...0
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Allow permissions to be set for smart fields (others can't edit)
Just like queries, we should be able to set permissions so others can't edit smart fields.0
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Can we add exclusion lists to messages?
I can add an exclusion list in a campaign, but not in a message. Can these two tools have consistent features?0 Will not implement
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Give the ability to send the same email to multiple lists in a campaign (similar to messages).
In 'messages' in BBIS, you can add a number of send lists and one email will send to however many lists you select. In campaigns, if I want to send the same message to multiple lists, I can't. Help? -
Alter Page Header
Need the ability to alter page header using an alter page element. The page header can hold context links back to a different page and tab. This currently hard codes the linking between tabs, not allowing us to sub out one page for another without...0 Reviewed: Voting Open
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Odata API connection to work with Tableau
Withe the new OData API we hoped to be able to get Tableau working with BB CRM. That looks not to be the case, we cannot set up the connection and using the the odata link from queries ends up in issues that the account gets locked when you refres...0 Reviewed: Voting Open
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Ledger Enhancement for Gift Fees
In SP12, there were ledger enhancements for pledge payments, that allowed the user to map payments with application type of committed pledge and uncommitted pledge in GL set-up. This same logic should be extended to gift fees. This will allow the ...0
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Add functionality allowing all of an organization's addresses to be copied/updated to the organization's primary contact
When adding a primary contact to an organization, only the current primary address from an organization can be added to the primary contact's constituent record. If the organization has additional addresses added, those addresses are not copied ov...0
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Group Members Tab - Extended Search Fields
A few users have requested the ability to search for constituents by LookupID within a constituent group - specifically within Current Group and Former Group members.0 Reviewed: Voting Open