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Introduce email receipting (e-receipts)
In Raiser's Edge, we can (and do on a daily basis) send email receipts for donations from a variety of sources (e.g., credit card and cheque payments on paper appeals, direct debit and credit card annual renewals). I gather this is not possible in...16 Reviewed: Voting Open
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set up a business rule during revenue batching that pops up prospect manager when we enter a constituent name
This feature will be useful because it allows you to see who the prospect manager is when you enter a constituent name.0 Reviewed: Voting Open
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Add the option for DISTINCT count in query
This option would add some power to the query tool, and remove the need for custom coding or SDK work to create a smart query to get the counts we want for various things.6 Reviewed: Voting Open
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Add find and replace functionality in batch to the web based user experience
In the smart client users are able to select Edit and choose Find and Replace. They are able to leverage this functionality to replace large ranges of data that has been inputted incorrectly (like gift date for instance). This functionality has no...6 Reviewed: Voting Open
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Allow Group and Committee Members to have a start date in the future
Our organization would like the ability to add members to a committee or group with a start date in the future to reflect, for example, a newly appointed/elected board member who is set to start next month. The ability to add the individual to the...5 Reviewed: Voting Open
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Add DateAdded and DateChanged fields for Smartfields
Smartfield tables are one of the few in CRM that don't have DateAdded and DateChanged. If they were present, it would create several substantial benefits: The ETL to the DW could use DateChanged so only updated records would need to be copied over...4 Reviewed: Voting Open
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Add Android Pay / Google Pay wallet
We've got Apple Pay now, can we get Google Pay too?6 Reviewed: Voting Open
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Merge field handling
With SP37, TinyMCE v6.8.2 is now being used in CRM and BBIS. TinyMCE introduced a merge tag feature in v6.2 (released 9/26/2022). This new feature does not involve using images as placeholders. The email processor and email editor should be update...0 Reviewed: Voting Open
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Fix Business Processes so that if the user who owns them is not a System Administrator, they give an error rather than silently failing
We recently had an issue whereby various Business Processes started silently failing. They would complete, having processed 0 records, when there were actually records to process. After a lot of digging, and recreating apparently corrupted process... -
Add Address Type, Address Start Date, and Address Information Source as fields in an Enhanced Revenue Batch
My organization would like the fields below added to Enhanced Revenue Batches. Because these fields aren't available in an ERB, when our constituents donate through BBIS, my colleagues and I find ourselves having to manually add this information t...