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Improve the dedupe process
The Dedupe process does not check if there more than 3 duplicate records. Also while merging it should allow users to choose which fields if there is a conflict.0
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attribute filter
On the constituent attribute tab it would be nice to be able to filter on category and/or attribute group0 Reviewed: Voting Open
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allow us to format the text of an email alert as you would with Outlook (font, size, etc.).
This could be linked to the request for the same thing in interactions. Thank you!0 Reviewed: Voting Open
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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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"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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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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Add "Inbound channel" to the Filter By option in Generate Revenue Update Batch
Allow the batch update of the Inbound Channel on a revenue record0 Reviewed: Voting Open
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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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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