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Address Standardization
When you run a global change (or when you are setting the original configuration) for Address Standardization, it would be helpful if: 1. Correct capitalization in name and address were separated into two options 2. Allow users to add values to th...0 Reviewed: Voting Open
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Deselect individual sites when the top level is selected in role assigments
When assigning roles to a user, if an administrator wants to add all sites bar 1 and click on the top level of the tree they are unable to deselect any of the sites below it. We would expect to be able to click on the top level for the colleges an...0
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Would love to be able to do group totals and grand totals for user-defined data lists
When creating a custom data list, there does not seem to be a way to total a particular column (ie if the data list is with regard to revenue, we'd like to see a grand total at the bottom)0
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Delay Deletion of the BBDW snapshot until the next warehouse run
This is a suggestion to the load process for the snapshot of CRM feature that was released in SP11. Since the Data Warehouse represents a point in time snapshot of CRM data we find that when troubleshooting it would be advantageous to be able to q...1 Reviewed: Voting Open
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Make batch export display in the same order as recorded in the batch. Currently records in the batch export are displayed in a different order from the batch
No description provided0 Reviewed: Voting Open
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Remove column for BUSINESSPROCESSOUTPUT_PKID that is automatically inserted into the file in the first column
When exporting constituent data using one of the export definitions, a column for BUSINESSPROCESSOUTPUT_PKID is automatically inserted into the file in the first column. It would be nice to have a way to prevent this. That column could be causing ...1 Reviewed: Voting Open
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Change label in Communications column on Communications tab
The value in the Communications column for every record on the Communication tab reads "Appeal Mailing." If Appeal Mailing is linked, it's for a Marketing Effort; if not linked, the record is from a BBIS-generated email. Ideally, the value would b...1 Reviewed: Voting Open
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Allow the ability to allow users to set the weigthage on the duplicate matching process
The current duplicate match weightage is calculated automatically and puts more emphasis on name and address but with the changing landscape of online donations a lot of donations are done where addresses are not captured and this skews the matchi...2 Reviewed: Voting Open
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Ability to add seeds to event invitations
It would be beneficial to be able to add seeds to our event invitations like we can do for Direct Marketing Efforts. Currently we add individual staff members to the invitation invitee list but that skews our attendance numbers. We only want to co...1 Reviewed: Voting Open
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Make CRM more consistent on returning you to the spot on the page, or particular page, that you were before an edit
Different areas of CRM often reload, returning the user to the top of the page instead of the section they were at after making a change. This happens with some types of data but not others. For instance, adding a SSN to Personal Information retur...0