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Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...0 Reviewed: Voting Open
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create a separate field for company name in business address
When address type is business, it would be nice to have a separate field to enter company name. This would be helpful for mail merges and reports.0 Reviewed: Voting Open
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Create a report option on query results to feed your resulting ID list as an input parameter to a pick list of custom reports.
This would enable sites to deploy a "catalog" of ready-to-go reports that only need an id list to run, and let users utilize the power of the query tool for their selections and list building.0 Reviewed: Voting Open
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Improvements to capitalization options
It would be useful if the list of conditions could be edited. For example, skip capitalization of "or" and "the". Another example would be excluding organization-specific acronyms. For the case of data entry, allow skipping capitalization option...0 Reviewed: Voting Open
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Add hyperlinks to the constituent through custom email alerts
In email alerts we want to notify when a donation has been made so a thank you letter can be sent. Instead of adding the full address we would like to have a hyperlink to the constituent so the recipient could go directly to the constituent inform...0 Reviewed: Voting Open
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Add Support to process ACH transactions using BBMS and not have to use external process
Currently to process ACH inside of CRM we have to setup a external partner and send information to the banks and receive the files back into the system. We would like to ability to process all ACH transactions using BBMS inside of CRM.0 Reviewed: Voting Open
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Rolling dates as Smart Fields
Querying data based on rolling dates is not available across the board in CRM. The data warehouse (DWH) provides the ability to do this, but there are some issues with this: it's not a part of the standard product, so you need to pay to get rolli...4 Reviewed: Voting Open
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Allow BBIS Transactions to be separated/downloaded into different batches by transaction date
My organization would like to have BBIS transactions be downloaded into different batches based on date. For example, donations that came in on 5/8/18 would be downloaded into the enhanced revenue batch for that day and donations given the next da...1 Reviewed: Voting Open
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Create multi window view for roles in role management
When looking at adding a new role with very specific access to certain parts of the system, it would be helpful to view the tasks of one role in a window and the tasks of another role in a window right next to it. This would allow you to pinpoint ...0 Reviewed: Voting Open
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add the ability to export constituent pictures
Our organization has a good many constituent records with pictures on them and we would like the ability to export those pictures into a custom report. You can export the field as part of a constituent query but the result doesn't show the image.3 Reviewed: Voting Open