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Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record
Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record. That way you could click right through to the constituent record to get more information about the Stewardship Recipient. Currently ...2 Reviewed: Voting Open
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Update the gender per Title Code Defaults when editing an existing constituent's title
To clarify, please follow these steps: 1. Select add an individual from the constituent functional area2. Enter a last name and click save3. Select the personal info tab and click edit4. Title = Mr. Note the gender switches to male5. Title = Mrs. ...0 Reviewed: Voting Open
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align the recurring gift status edits to the sponsorship recurring gifts
It would be great to align the functionalities which are available on the recurring gift with sponsorship recurring gift and vice versa. In particular, version 4 has some great new functionalities with the status edits on recurring gifts and captu...0 Reviewed: Voting Open
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Store the highest ranking (lowest sequence) constituency, as well as the vseconstituency, on each transaction row.
Most universities have to (or want to) report on giving by primary constituency and VSE "bucket". Because these values are not stamped on the transactions, we have to write code to determine what the primary constituency or vse constituency was fo...0
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Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th...0 Reviewed: Voting Open
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Add 'Research Request Date Completed' as a field in query
In order to query off of date entered vs. date completed (to look at turnaround time and efficiency of the Prospect Research team) we would like to be able to query off of 'Research Request Date Completed'.0 Reviewed: Voting Open
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Auto Scroll Batch Entry
Make the web shell interface work more similar to the older smart client interface. When entering batches with many rows in them, please auto scroll the screen when you enter the last row visible. Smart Client did this, but web shell does not. Fo...0 Reviewed: Voting Open
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Managing Queries - Need to be able to query over the Query Filter
It would aid in maintaining queries if we could query over the Query Query filter. For example, I want to find all queries that contain the State field as part of the query filter (State = IA). Or, I want to find all queries that filter on Academi...0 Reviewed: Voting Open
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Add flexibility when reassigning sponsorships
It is not possible to reassign financial sponsors without also reassigning the sponsorship recipient. For other types of revenue, it is possible to change the constituent on the revenue record, but this functionality does not apply to sponsorships.0
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Ability to uncheck "update household phone" per batch
When importing records into a batch the Update household phone is automatically checked. Currently, BBCRM does not have the ability to uncheck this option for phones and emails beyond manual adjustment. For example; a phone number was given an end...0 Reviewed: Voting Open