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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.1
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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
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BBDM Unable to Reschedule or Cancel Sent Emails
Once an email has been scheduled, it is not possible to change or cancel it in instances where it becomes necessary to do so. -
Send event reminders directly from events
Currently there isn't a way to generate a registration reminder (meaning invoice) from either the event or the registrants tab within the event. Either a mail merge or one-by-one. It would be more efiicient that having to navigate out to manage co...1 Reviewed: Voting Open
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Link Event Location's to an Organisation constituent record
Currently the Event Location's are held in a separate table/area of EC. Would be good to have this as an extension of the constituent record, as there is a high level of duplication between the two.1 Will not implement
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Add a column in the relationship data list to view contact type
We would like to see an additional column in the relationship tab that displays the contact type associated with each person in the list.0 Reviewed: Voting Open
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Ability to create Default Sets for Interactions
Cient has requested the ability to create default sets of values for interactions, like they are able to do within RE. At present, we can default/hide fields when creating an Interaction Batch but it would be nice to have this ability with one-off...4 Reviewed: Voting Open