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Allow users to associate a public media efforts to a marketing plan
Our security plan prevents users from creating stand-alone marketing efforts so that 1) all efforts are part of a planned or ad-hoc plan, are reviewed/approved at the beginning of the fiscal year, 3) provides structure and a streamlined approach. ...0 Will not implement
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Generate Constituent Update Batch to allow Bulk Constituent Data Cleansing
Include a generate constituent updated batch process (similar to the generate revenue update batch process), which would allow a constituent update batch to be created from a selection within CRM. This would allow us to perform bulk data cleansin...0 Reviewed: Voting Open
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Allow us to query on uncommitted batch transaction data
Allow us to query on uncommitted batch transaction data -
Allow Query Filter to Effect only the Output fields
Need an option on your query filter to apply the filtering to the output fields only. For example, I am selecting constituents who are over 65 and want to include their Business type address in the Output fields. If I filter to select address type...0
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Allow Administrators to view how many / which users are currently logged in to the database.
This would give Administrators insight into which users are currently logged in to the database where as the ad-hoc query for Active Users gives limited insight.0 Reviewed: Voting Open
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Change the Tokenizer so it handles mixed files
The new Tokenizer built in to BBCRM can't handle files with both credit card rows and other rows. The old desktop app handled these reasonably well, as it had an option to only tokenise rows where a particular field (in our case 'Payment Method') ...0 Reviewed: Voting Open
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Add the ability to Query on Participants
There is currently no way to create a query or selection at Interaction Participant level. There is no node for this.0 Reviewed: Voting Open
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Have a global clear results option on smart fields that can be scheduled in the job queue.
Smart fields calculate when they're run and ours are set on a nightly schedule in the job queue. They only look at new gifts since the last time they were run, so if revenue is adjusted after that date, the smart field doesn't go back to reflect t...1 Reviewed: Voting Open
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Have a test mode for the BBCRM email editor, similar to the one for BBIS's email editor
It would allow for much quicker testing, rather than, say, having to add an invitation and invitee to an event, send the invitation, upload the job to BBIS etc. Our main email writer prefers to use the BBIS editor for creation and testing, because... -
Add the ability to select/search records within a list, to Fundraiser on the Go (FROG)
It would be helpful for a user of FROG to be able to select a particular list (Query) to view or search for records within, similar to the My Portfolio tab but from a Query so that we could decide who they should ring. It may be that it would be g...