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Add the ability to change priorities and sub-priorities associated to designations in bulk
In the situation where the organization may have hundreds of designations tied to campaign priorities/sub-priorities, it would be helpful to have the ability to change/replace those priorities and sub-priorities associated to designations in bulk.0 Reviewed: Voting Open
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Add functionality to see if a query or selection was used in any business processes and when the last time it was run in that process
Related to the suggestion in CRM-I-258, my organization would like to have current and historical usage information available for queries and selections so that we can see if queries were used in business processes and when the last time the query...0 Reviewed: Voting Open
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The Marketing Effort Exclusions Report Should Show Values for ALL Exclusion Selections
Currently the report will only show values for those selections added as exclusions that return results (i.e., the no phone list excluded 189 people). It does not show a value for a selection that excludes 0 individuals. If it returned results for...0
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To overwrite the no email solicit code for Admin or Urgent emails
Currently if the solicit code No emails is on a profile BBIS will not send them an email, no exceptions. The ability to have exceptions for things other than receipts would be helpful.2 Will not implement
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Add a remove/delete button on the Profile Update Form part
It would be convenient to have a feature/option that would allow users to delete any non-primary contact on the Profile Update Form in BBIS. Currently it is possible to delete non-primary email addresses and phone in CRM, but not using BBIS functi... -
Have one button for all acknowledgement letters
In RE there was one button and all acknowledgment letters would process together. In CRM, you have to remember which letters were chosen in each batch and then run the process one time for each letter. This is cause for error in missing letters an...0
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Have ability to use F3 key to copy spouse last name when creating new spouse/household record like in RE.
In RE you are able to use the F3 key when creating a spouse record and it will automatically populate the same last name without having to type it twice. Would be nice to have this feature in CRM. -
Allow JavaScript to be Added to the Application for Third Party Software Integration
We are currently looking to implement a third party piece of software which requires a line of JavaScript to be added within the application so that it can integrate with CRM. Having spoken with Customisation Support it isn't something that is cus...0 Reviewed: Voting Open
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In a Revenue batch - Auto populate the Accepted/Actual amount on an Opportunity rather than the Ask Amount that currently defaults
Would like to see the Opportunity on a Revenue batch auto populate the Accepted Amount rather than the Ask amount when there is a difference. There are times where the actual amount differs from the ask. When the Revenue team is receiving a gift, ...0
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Allow the warning on overdue prospect plan steps to be disabled
My organization would like to disable the warning/caution sign that appears on prospect plans that have an overdue step and that other organizations would like that option as well.