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Allow colours on a Constituent Density Map to be configurable (or visible in some other way)
It is frequently almost or completely impossible to see the colours on a Constituent Density Map once we zoom in to any useful level. E.g., the map can look reasonable for a whole country or state, but when we zoom into a particular city or set of...1 Reviewed: Voting Open
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Global changes needed for Volunteer area
We would need the following global changes to manage volunteer data, this is due to GDPR. - Inactivate volunteers in bulk - when volunteer has not been active for a certain time we need to end the volunteer constituency and volunteertypes in bul...0 Reviewed: Voting Open
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We would need to have a volunteer signup form in BBIS, to enable Volunteers to sign up and select prefered volunteertype and location. This should be integrated in CRM so that it adds the volunteer constituency and the selected volunteer types. Also the location is needed as we have volunteergroups around the country
At the moment this is a really manual process, where we are using the contact form, that does not support volunteer functionalities. We are not able to add locations either in bulk to the volunteers and the volunteer constituency and volunteer typ... -
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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Add fields to Relationship Import in Constituent Update Batch
Oftentimes employment data comes in after the Constituent has been established. You can import a business relationship via Constituent Update Batch but you cannot import values for the employment history such as Job Title, Department, etc.5 Will not implement
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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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create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...0 Reviewed: Voting Open
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add a tab to the Recognition Program page to show all active members
It would be extremely helpful if there was a tab on each Recognition Program that showed all active members of the Program (similiar to the way a group page functions). This way, you could check, at quick glance, your Recognition Program members i... -
Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.1 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)