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Be able to apply export definitions to query or datalist outputs.
The export definitions are really useful for exporting query results especially in the cases where you just want certain data exported. It would really be great if there was an option for the out put of a query or datalist to be based on an export...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...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
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Allow recurring gift setup to be assigned to a tribute
At the moment each instalment to a recurring gift needs to be applied to the tribute which is time consuming to iterate through each line on automatically created batches (direct debit and similar)1 Reviewed: Voting Open
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Include qualifying spouses on a single mail piece
We need the ability to combine household members (husband and wife), when both qualify, on a single mail piece with their name in stacked format (one name printed on line 1 and one name on line 2) and have both receive finder numbers and source co... -
BBDM Email Advance HTML/CMS Editor
It would be beneficial to have a more advance HTML/CMS editor with features such as: 1. Accommodating responsive HTML 2. Having pre-built responsive templates that editors can re-colour and reshape. 3. An upload button. This basically bypasses c...0 Reviewed: Voting Open
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Add the ability to add Organization records to Research Lists.
Prospects are often organization records and this additional functionality would allow the research list tool to be used more robustly.5 Reviewed: Voting Open
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Enable Kerberos Authentication in CRM
We would like to take advantage of Microsoft Azure AD B2B Guest logins to access CRM. This feature requires Azure App Proxy and Kerberos authentication for the on-premises app (CRM). Currently enabling Kerberos for CRM breaks CRM's third-party int...0 Reviewed: Voting Open
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Add constituent update configuration option to import and batch handling that will both match incoming addresses/phones/emails to existing records and mark as primary
Current CRM constituent update batch import and template design only allows "new" addresses, phones, and emails to be marked as primary in batch. If an imported address matches to an existing address it is no longer considered a new record and can...0 Reviewed: Voting Open