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Add a task option to unlock and/or force rotate the readonly DB account
Add a task option to unlock and/or force rotate the readonly DB account from within the CRM Cloud Portal. Currently password rotation day results in a day of waiting for the account to unlock as it it updated with the services/users that are using...Reviewed: Voting Open
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Create an integration between the BBCRM connection string password rotation process and clients' Azure KeyVault stores
BB has a policy for rotating SQL Server passwords to clients' CRM read-only database instances. This is done every 60 days in the early morning hours. When this happens, an administrator has to manually change the password within each application ...Reviewed: Voting Open
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Allow users to select fields to be included in profile update batch
The current Profile update batch template in CRM for BBIS transactions falls short of expectations. The Profile update batch template should receive the same treatment that the OLD donation batch template receives when it was upgraded to Enhanced ...Reviewed: Voting Open
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Allow Plan Outlines to specify the Category, Subcategory and Status of Steps
This would avoid our staff accidentally creating Steps without Category and Subcategory (where relevant, which it is for almost our Steps) and accidentally creating them as Planned whereas we want them created as Pending. At the moment we have to ...Reviewed: Voting Open
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Adjustment Visibility
We need a way to mark gifts as Adjusted and have this visibility surfaced to the Revenue History and Recognition History screens so that our Fundraisers can easily distinguish new gifts from adjusted gifts. Currently you have to drill in to the Re...Reviewed: Voting Open
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allow for rolling or "today" start date in a global change process set to run regularly in queue.
No description providedReviewed: Voting Open
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Add the ability to create a contact report from a Stewardship Plan
The system currently allows a contact report to be created from within a Major Giving Plan. Extend this functionality so that a contact report can also be created from within a Stewardship Plan.Reviewed: Voting Open
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Allow the ability to change deceased confirmation codes
Currently, deceased confirmation codes are hard-coded within CRM. Users would like the ability to change those.Reviewed: Voting Open
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When adding a correspondence process, user should be able to enter a specific date of the process. It should not just default to the current day's date.
Sometimes prospect managers or others do bulk activities that are not appeal, and not interactions. Having the ability to select the date of a correspondence allows for greater flexibility in tracking all the communications that donors have been r...Reviewed: Voting Open
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Provide a way for users to know where a smart field is being used
There have been several times where smart fields have to be re-built because they either don't run or they pull in incorrect data. When this occurs, you cannot delete the defunct smart field... nor can you change the name to alert users. It would ...Reviewed: Voting Open