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Add listbuilder tags to SDK
We need the ability to add and alter listbuilders through SDK to ensure environment deployments are accurate1 Reviewed: Voting Open
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Make the field type of WebAddress available as an attribute data type
It would be great to have hyperlinks in datalists that contain revenue or interaction attributes. At present there is no option to choose WebAddress so we are left with a text field that you have to copy and paste into a browser instead of simply ...0 Reviewed: Voting Open
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Add telephone link on phones for one-click dialing in calling software
Our users have software phone tools rather than physical phones. In order to quickly make calls from CRM, they would like to click on a phone number and have it open up their call software's dialing form with the phone number pre-populated in the ...0 Reviewed: Voting Open
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Add an AddressFinder setting to ensure all constituents with a shared address have their address information updated
When we run the AddressFinder process, we are running into a problem where only some constituents with a shared address are receiving the update from AddressFinder. So, for example, prior to running AddressFinder, we may have a household and all h...0 Reviewed: Voting Open
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Have an option to make a copy of import file template
Add a Copy option for import file templates. This would be very handy when we are building a new import file template which is similar to an existing one. The copy should ask for the new import file and keep the field mapping where the fields are ...5 Reviewed: Voting Open
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Calculate gift fee based on full amount of gift
We need the ability to calculate the gift fee based on the full amount of the gift, not the receipt amount. -
allow for mass entry of stewardship plans
No description provided1 Reviewed: Need Further Info
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Add a Global Change definition to Add/Delete Sponsorship Opportunity/Child Attributes
We have Attributes on the Child records, but cannot update these via Global change. We'd like to be able to manipulate all Child records the same way Constituent records can be handled in Global Change, Import/Update batches.0 Reviewed: Voting Open
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Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?0 Reviewed: Voting Open
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BBDM Email Conditional Content
Conditional content is not possible through BBCRM, whereas it is through BBIS.0