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Allow additional one off payments to be associated to a Sponsorship opportunity
A sponsor may wish to provide an additional payment to their sponsored child for special events such as their birthday or for Christmas. This would be on top of their monthly commitment. In CRM 3.0 we can associate an additional recurring gift wi...0 Reviewed: Voting Open
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Develop import for Communications
An import for Communications would be really helpful. We often manipulate mail lists outside of CRM so much that the Correspondence function does not work for us.1
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We would like to be able to use an existing constituent as a seed in a Marketing Effort
We would like to be able to use an existing constituent as a seed in a Marketing Effort, and have that seed appear in multiple segments in an effort.0
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Have the ability to use Event Location as Event Lodging
Many times the Event Location is the same as the Event Lodging. We would like the ability to use the Event Location as a selection for the lodging instead of typing it in twice.0
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add some way to highlight an interaction that contains crucial information
It would be nice if there were some way to highlight an interaction that contains crucial information i.e. about a prospect’s relationship with the organization. This might be a sticky or pinned interaction that could always show up at the top or ...0 Reviewed: Voting Open
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link interaction to opportunity
We would like to be able to link interaction to opportunity0
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Add ability to link from an Interaction to an Interactions participant/s
Currently the participants of an Interaction are just a list of names with no way of moving to that record. A suggestion would be to add a hyperlink to the participants records from the ViewDataForm. An example of where this is problematic would b...0 Reviewed: Voting Open
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Include Social Media fields on Profile Update Forms
Currently only Email and phone data can be captured via BBIS profile update form, however it would be useful to allow users to include any social media accounts they may have.1 Reviewed: Voting Open
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Revenue Application Counts smart field - option to base on fiscal years
For the constituent revenue application counts smart field, it would be very helpful to have the option to make the year count based on fiscal year instead. This would more closely match needs for internal analytics, as well as calculated fields m...0 Reviewed: Voting Open
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Provide the ability to create a random sampling of records
In Raiser's Edge you can select Random sampling to calculate a specific number of records you want to use in a query. For example, your constituent query contains 600 records. Your budget will only allow for a mailing to 300 constituents. In the N...0