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allow Generate Revenue Update Batch to honor defaults set up in batch template.
The Generate Revenue Update Batch (GRUB) is used to adjust multiple transactions at once. When setting up the GRUB, a Revenue Update Batch (RUB) Template is required so it knows what kind of batch you want the adjustments created in. The RUB Templ...3 Reviewed: Voting Open
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Add the BBIs information on emailbehaviour to Query node
In BBIS you can see a summary per constituent on how many emails their have received, openrates and donations. We would like to use that information to make targeted communications to those sponsors that are opening our e-mails and also make some ...1 Reviewed: Voting Open
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"Payment pending" notification when payment in an uncommitted batch
There are often instances when a donor will call in and ask what their balance is and a general user of the system will look at a pledge and give the current balance that they see. The problem comes in when there's a payment in a batch that hasn't...0 Reviewed: Voting Open
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Include solicit code audit information in Constituent History Report
The Australian law mandates that all emails have to have an unsubscribe option in emails. Our unsubscribe link goes to a BBIS page where constituents can choose solicit codes. Unfortunately, when this information comes through to CRM (outside the ...0 Reviewed: Voting Open
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Prospect Research Report - Display values
We would like the Prospect Research Report to display the Estimated wealth and Major giving capacity Values. We have not populated the Estimated wealth and Major giving capacity tables and, therefore, there is nothing displayed.0
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Documentation and Interactions tile - media links
The media links link on the documentation and interactions tile should include all media links not just documentation media links. Many of our interactions have media links. Since the tile name also includes interactions it is confusing not to see...0 Reviewed: Voting Open
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Add a way to output name formats in query
Please can you add a way to output a specific name format in query? In Raiserƒ??s Edge, you can output a specific name format without having to have that name format feature as a query filter. However, in BBECRM, you can only output the non-specif...0 Reviewed: Voting Open
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Add Campaign hiearchy to details section of Revenue Gifts tab
In the details section of the Revenue Gifts tab we would like to see the campaign hierarchy. This is already being done for the designation. By doing this would also make the section more consistent. It is important for us to see the high level ca... -
Add 'Cancelled' to the Update Event Attendance button within Events in BBCRM
Currently when bulk marking event registrants, you're only able to select 'No-Show' or 'Attended' however when manually marking up registrants, you can also select 'Cancelled'. Can this option be added to the 'Update Event Attendance' task for eve...0 Reviewed: Voting Open
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Support for user-defined List Builders
List builders have more capabilities that data lists. We would like to be able to create user-defined list builders similarly to how one can currently create user-defined data lists from an ad-hoc query.1 Reviewed: Voting Open