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Allow us to specify a display order for reason codes
We have many cancellation reasons for Recurring Gifts. There does not currently appear to be any way in which we can specify the order in which they are displayed when a user goes to cancel an RG, so they get the list in a most illogical order. It...0 Reviewed: Voting Open
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Export process to external server location
In BBCRM there is an ability to create a job schedule which automates running an export process. However, that is all it does and there is no option to specify an external location to download the data (i.e. ftp server). Therefore the end-user is ...1 Reviewed: Voting Open
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allow Social Media account information to be included when mering duplicate Constituents
As a user, I want Social Media Account information to be included when I merge constituent records. This information does not get included when merging duplicate records.2 Reviewed: Voting Open
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Add the Campaign field to revenue batches.
We use Campaigns to report on resource generation at JA. While designations pull revenue to the appropriate campaign in normal data entry, we sometimes have to make changes to revenue and would like the campaign field available in Revenue update b...2 Reviewed: Voting Open
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Allow a constituent to register for the same event more than once
When integrating BBCRM with online systems such as Sphere or Luminate Online, there can be constituents who register for an event more than once. Currently there is a constraint within BBCRM that doesn't allow the constituent to register for the s...3 Reviewed: Voting Open
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Allow multiple selections in the Relationships Filter
it would be useful if the Relationship filters were check-style, allowing multiple-selections ones instead of single-selections. That way I could, for example, opt not to see Employees in a Relationship screen and see all of the board members, be ...0 Reviewed: Voting Open
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Add an expected amount field to opportunities
Fundraisers would like the ability to enter in an expected amount for their opportunities. This differs from expected ask amount and likelihood. As in my "expected ask amount" is $1 million, my "expected amount" is $750,000 and my "likelihood" rat...0 Reviewed: Voting Open
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Update Address Processing Options for Organizations to Only Mail to ACTIVE Contacts
We are trying to mail to multiple contacts at an organization and have modified the Address Processing Options to do so. There is a check box on the Organization tab within Address Processing Options to "Mail to each contact found". Checking this ...1 Reviewed: Voting Open
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Solicit Code add/change history to be available per constituent, not just in audit table
Investigating constituent solicit code additions/changes is very difficult using the audit table CONSTITUENTSOLICITCODE. Would be great if "Solicit codes" was one of the available field types in the History function from the Constituent view. (See...0 Reviewed: Voting Open
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Add the "Copy household address" or "Copy household's primary contact information" option to the Add constituent to household form
If an individual is added to a household from the household record, the Add a household member form has the option to copy household's primary contact information to the new household member. However, when adding an individual constituent to a hou...1 Reviewed: Voting Open