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Change the error message regarding an unacceptable password to tell the user what part of their password doesn't meet requirements
Clients receive the error message stating that their password is unacceptable, but the message does not explain what part of their password does not meet requirements. This message should be changed to indicate what specifically isn't meeting the ...0 Reviewed: Voting Open
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Inactivate constituents in bulk
We want to inactivate constituents in bulk, eg. when we have constituents that have not been active on the file for a specific amount of years, we would like to inactivate those.1 Reviewed: Voting Open
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Add option to preview documentation/attachments
Please add an option to preview documentation/attachments without having to download them to assess if they are relevant. Current functionality requires the file to be downloaded, resulting in data security issues as documents may be downloaded &a...0 Reviewed: Voting Open
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add additional fields in query for declined recognition programs
Currently the only field we have in a constituent query for Recognition\Declined Recognition Levels\ is name. There isn't a field for the reason or the levels that go declined. It would be useful to have more functionality in the query view for ha...3 Already exists
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Comment or note on Application user Account
Tracking user departments or other details would be easier if there was a comment/note field on the application user account. This should be available in the application user grid.0 Reviewed: Voting Open
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Designation does not display for event registration's non charitable component
BBEC Users can differentiate between the charitable and non charitable components of an event registration fee. However, some users have experienced the designation (though assigned) not displaying for the non charitable component of an event regi... -
Allow for matching gift claims and donor challenge claims to be posted to the GL
Please allow for matching gift claims and donor challenge claims to be posted to the GL. This would resolve two issues we have: counting claims as receivables and point in time reporting on transaction changes. Though we are unique in booking thes...1 Reviewed: Voting Open
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Add recognition credit filters to recognition credit smartfields
We need parameters in the recognition credit smartfields to select which recognition credit types we calculate on. The parameters could either use the RC reporting filters, or the actual RC types. I saw notes in a previous "idea" that this functio...0
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show Matching Gift claim balance and Matching Gift claim status on the Matching Gift tab of payments that have Matching Gifts
The datalist on the MG tab of a payment doesn’t give you enough information to really understand what is going on. It is missing Matching Gift Claim Balance and Status.0
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Add deposit number field to batch
It would be helpful to have a field for deposit number. This could eliminate the need for custom reporting and would allow use of the reference fields for notes.0