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Allow System Admins and Support staff to view users' KPI dashboards
We cannot do this now and it is causing training and support problems not to be able to view what the user is seeing even with "Run as" functionality. Adding the capability to "Run As" will allow Trainers to train on the KPI dashboard Support sta...0 Reviewed: Voting Open
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Bug fix: Treat "Do Not Honour" as a provisional credit card rejection, not a permanent one
BBCRM currently treats Treat "Do Not Honour" as a permanent credit card rejection, not a provisional one, yet our detailed analysis and experience over many years has shown that this reason is provisional and such transactions are often successful...1
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allow users to add auction item purchases via Batch.
Users would like to be able to add auction item purchases via Batch. Users would also like the ability to import auction item purchases. Currently users can only add auction item purchases via add payment form and not in bulk.1 Reviewed: Voting Open
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improve relationship maps
For our prospect researchers and users of the information they add to BBCRM it would be great if the relationship maps could be a bit more flexible to include more information (relationship type, current or former etc) and allow users to move cons...2 Reviewed: Voting Open
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Allow us to block users from creating code table entries when entering data via forms
It would be useful if there was a security permission or system setting which controlled whether users could add code table entries by entering them into data forms so that we could require that users who needed to create new code table entries ha... -
Enhance import selections to be populated by complex SQL
We have run into many query tool filter limitations, and one way around these limitations would be to populate an import selection with the results from dynamic SQL (insert into xxx select ID from table where criteria). The import selection could ...0 Reviewed: Voting Open
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Allow us to mark a Revenue Acknowledgement Process as Inactive, and then mark its Letter as Inactive
This would be useful to stop a process being used, but keep its history and configuration in case we wanted to reactivate or investigate it. Please also allow us to mark a Revenue Letter as Inactive if it is in use by a Revenue Acknowledgement Pro... -
Allow revenue to be attached to a campaign even when the campaign is created after the revnue transaction is entered
Currently the system requires the campaign record to be created before a revenue record can be associated. Because designations are the :plumbng: that associates the revenue transaction by dates, we believe the campaign should find revenue even if...1
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No validation in place to ensure that the credit card has been processed through BBMS before committing the batch
Add Validation in place to ensure that the credit card has been processed through BBMS before committing the batch. Since there is currently no requirement to have BBMS along with CRM there was no justification in requiring validation for this. Im...1 Already exists
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Credit Card Rejection Handling for one-off gifts
Credit Card Rejections for one-time donations need to be stored somewhere in CRM so we can produce letters to send to the donor. Ideally - this should store an interaction, with a category of credit card rejection, as a trigger to take further st...2