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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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Create a task to Add an ad-hoc query in the Analysis functional area to bypass having to go into the Information Library first
The Information Library is slow to load. Often a new query needs to be created, and it would be faster to be able to directly select the "Add an ad-hoc query" task from the Analysis functional area or from the home page.1 Reviewed: Voting Open
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Add "Subject Area" to Guidestar Data in Wealth & Ratings Affiliations
At the University of Michigan , we are currently pushing to gather and transform as much biographical data about prospects into Interest Data. One area we have recognized as a possible source for this project is the Guidestar data in the Affiliati...0 Reviewed: Voting Open
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The query field Constituent/Prospect/Prospect Manager/Name returns prospect managers that have been end-dated.
The query field Constituent/Prospect/Prospect Manager/Name field returns prospect managers that have been end-dated, if no new prospect manager has been assigned. This makes it difficult to pull a simple list of prospects without managers. It woul...3 Reviewed: Voting Open
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Include the relevant lookup id as default output on ad hoc queries
For every ad hoc query I write, I have to add the relevant lookup ID manually to the output. At present, for example, Name is automatically included in the constituent query output, but not lookup ID. It would be helpful to have the relevant looku...0 Reviewed: Voting Open
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Allow email alert text to be much larger
Our email alerts fail fairly frequently with the error 'The email body is too big. Please adjust the size of the email body. ' This is for quite small text contents, e.g., the Comments field from a single Interaction, even when it only contains 61...0 Reviewed: Voting Open
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Allow type ahead functionality in designation search report code fields
The "Designation search" task within the Fundraising functional area does not allow type ahead for report code fields. We have hundreds of report codes, and our users would like to be able to type the values. Having scrolling being the only option... -
Add ability to restrict security for specific Attributes
On the Attributes Tab on a Constituent record, it would be convenient to add a way to set permissions on specific Attributes to restrict what Attributes can be seen.0 Reviewed: Voting Open
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Mapping: Increase the number of pushpins beyond 250
We would like to see the number of pushpins in mapping expanded to allow greater than 250. Most of our selections are much larger than this and it seems very limiting and time consuming to have to try and create selections that are small enough to...4 Reviewed: Voting Open
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Create a global change to change designations on recurring gifts
Often we need to take a group of designations that have 3 or 4 levels in the designatation hierarchy and modify them. So e.g. OM NL/NL_abc/NL_support/xxxx OMNL/NL_abc/NL_support/yyyy OMNL/NL_abc/NL_support/zzz etc needs to have all recurring gif...1 Reviewed: Voting Open