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Create batch that allow to update or add records to the Recognition records.
Create batch that allow to update or add records to the Recognition records as institutions may have recognition processes that do not align with the current functionalty in CRM.1 Will not implement
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add a matching gift commitment on the "apply to commitment claim"
In a batch entry, in the "apply to commitment" page, it would be great to have the option to "add a matching gift claim" in the same window.0
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Run Multiple Credit Card Processes in Parallel
Value Prop: Charge credit cards in batch concurrently. Eliminate the need to coordinate between gift data entry staff during the day, or to schedule credit card processing runs overnight. Estimate: M Confidence: M
0
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Adding Designations to Smart Fields easily
A request has been made by the Gift Admin Team to have the ability to bulk select designations for Smart Fields0 Will not implement
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allow us to print the list for easier viewing, sorting, finding, etc.
No description provided0 Will not implement
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BBECRM: How are Sites populated on Exports?
It is not possible to restrict exports to a site (or sites) - this is necessary to protect data -
Request for a warning message - Change of 'Primary Contact' at an Organi
When the primary contact is changed a warning message would be useful -
Re-schedule of pledge instalments to irregular bug
Pledge exists with regular instalments and some payments made. User now requests change to irregular instalments. System does not seem to allow this. -
allow us to view our suggestions even with a zero vote - only votes show on my list
No description provided -
BBECRM: Job Title on Personal page at odds with Occupation on Relationship link
Remove job-title on the personal info page because use occupation (and industry) on the relationsip (to organisation) link.