-
Add the ability to map a user-defined field in a Finder File to an alternate lookup ID
My organization would like to have a user-defined field in a Finder File mapped to an Alternate LookupID if the constituent gets created when sending in a donation.0
-
prevent returns from a line feed when exporting notes in Designations.
When exporting notes in Designations an extra line feed is added during export. Using the Line Break Character options does not restrict this extra line feed.0
-
add lookup ID to the Marketing Effort Exclusion Report
Currently the report lists only the excluded constituents’ names. When we send this report out to departments they have to lookup the constituent by name. Common names produce multiple search results for the department personnel and they have to d...0
-
Provide an option to send interactions/steps from CRM to Outlook with a status of 'busy'
If a person has scheduled a meeting or call in CRM (interaction/step), it would be nice if we had the option to pull this over to Outlook with a status of 'busy'. Right now they all come over as 'free' and need to be manually updated.0
-
update the Outlook exchange type for phone type mapping.
For Outlook Exchange integration the mapping for phone type is out of date. Not all of the exchange type fields are able to map to outlook. -
allow the 'Marriage Options' search to be added as a shortcut
Right now the only way to get to the Marriage Options search area is by searching in the Application Features area. It would be very helpful to be able to add it as a shortcut. -
Add an option to the User Login part for Organizations.
Organization records can be manually linked to BBIS, however, it would be more user friendly to allow Organizations to register through the User Login Part in BBIS. Currently the First Name field is required and cannot be changed. Organizations ar...0 Will not implement
-
provide an option to limit the types of 'pending' interactions that are sent to outlook
Right now, if we run the Create Exchange Calendar Items, all pending interactions are sent from CRM, even if they do not make sense as calendar items. For example, I want things like meetings and calls to go over, but not other interactions I have... -
Application Root URL defaults to Blackbaud.com
This should be fixed for anyone that uses the Excel format to export reports and the hyperlinks should go to that record but instead goes to blackbaud.com0
-
Creating a warning if the privacy policy and unsubscribe links are not included in an email.
If the privacy policy link and the unsubscribe link are not included in the email message. The application will still allow you to save the message but will not actually send out the email. It would be nice if a message popped up and said "Error -...1 Already exists