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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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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 Memberships to the Deceasing Options page when marking a constituent deceased
Memberships may include spouse or other household members. When the primary member is marked deceased, it causes downstream issues with Membership Renewal Efforts since they only consider the deceased state of the primary member during exclusion c... -
Need ability to add multiple stocks to single transaction
There is currently no simple way to enter a transaction that has multiple stocks involved. As a real-life example, a client has a donor that contributed $209,638.69 with 14 different stocks. The donor wants $25,000 to go toward one designation, $4...0 Reviewed: Voting Open
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Show the reduced recognition credit for the pledge designation amount when a pledge written off
Currently, when a pledge is written off, the user is asked whether or not to reduce the recognition credit. If recognition credit is reduced, the constituent recognition credits are affected. However, the "Designation" portion of recognition credi...0 Reviewed: Voting Open
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Remove historical plans from prospect plan pipeline views
Prospect plan pipeline views on the My Fundraiser Page (Prospect Summary tab) and Major Giving Management > Prospects in Pipeline tab give a view of the prospect plan pipeline (very useful) but does not have a filter to include or exclude histo...3 Reviewed: Voting Open
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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