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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...0
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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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Add spouse LookupID in revenue batch "Constituent Window".
Adding the spouse LookupID to a revenue batch would allow our accounting team to easily identify the exact spouse record and then apply spouse credit to the appropriate record. We're aware of the "Constituent Window" and Household member informati...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
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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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allow adjustments to the posted revenue transaction of a planned gift
Need to change wrong gift fund, unable to do so10 Reviewed: Voting Open
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Household member processing in export
We'd like to use export definitions to produce outputs that only export the primary household member when both members are present. If there are individuals in the selection that do not have a household, we'd like them to appear in the output. Thi...2 Reviewed: Voting Open
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Allow text to be copied from the output of a Data List
For example, we have a Data List which displays various fields for some supporters, including the ID, name and contact details. We would like our users to be able to copy the ID, name, phone number or email address into another application. We can...0 Reviewed: Voting Open