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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...2 Reviewed: Voting Open
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Add Notification ability to Purpose/Designation records
When accessing a Purpose/Designation record, a pop-up notification would appear displaying important information for the record in question (identical to what is seen on a Constituent's record).1 Will not implement
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Enable Query of Constituent Recognition Credit Defaults
We discovered that constituent recognition credit defaults are not removed when the relationship that generated them is deleted. We have a separate Idea Bank request to generate a warning when deleting a relationship that generates rec credit defa...3 Reviewed: Voting Open
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Need the ability to "Folderize" import selections
Ad hoc queries can be saved in folders - import selections need the same functionality or they will become unmanagable.1 Reviewed: Voting Open
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Dynamic dates (start, end, expected) for global changes
Interaction global changes are very useful for setting up reminders for managers when gifts come in. BUT the expected date needs to be changed every day! If there were an option to set to "today," this would be great!5 Reviewed: Voting Open
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Add the ability to add a task that is a hyperlink to an external web page
It would be helpful to give users the ability to add a task that is a hyperlink to an external web page. For instance, they could have a landing page for a functional area and they could add a link that would take the user to a web page outside of...0 Reviewed: Voting Open
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Add parent and primary labels to Organization tile
Users need to see this information immediately on the organization tile, and without needing to dig for the information elsewhere. This is primary information about an organization and should not be buried under tabs. It would be nice if the paren...0 Reviewed: Voting Open
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Alert Proxy User owner when PAT expires unexpectedly
Please create a real time (email?) alert to the application user who is the owner of a Proxy User and alert the application user when a Personal Access Token (PAT) is marked inactive. This is particularly problematic when the PAT is marked inactiv...0 Reviewed: Voting Open
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Allow institutions with the same name into Educational Catalog
There are hundreds of schools in the United States alone that shares it's name with another school. CRM does not allow schools with the same name to be entered into the Educational Institution Catalog, and we must therefore add the second school w...0 Reviewed: Voting Open
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Add option to flag event as a 'virtual event'
During 2020 we have had to move a lot of our events to a virtual platform. It would be great if there was an option to flag the event as being a virtual event. It would also be great if the flag pulled through on to the BBIS booking pages as well.0 Reviewed: Voting Open