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Provide ability to be notified via email on Queue failure
It would be very helpful to be able to be notified via email when queue processes fail in CRM. Currently, our data warehouse ETL refresh queue can fail for days before an end user notices an issue within the DW custom reports. I know this capabili...1 Already exists
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Enhance the new Enqueue feature to include scheduled processes and queues
This will allow users to have control over running processes and still utilize the Enqueue benefit of seamlessly running in the background.2 Reviewed: Voting Open
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Make it easier to link a BBIS user to a BBCRM constituent record
When linking an existing user account in BBIS to a record in BBCRM, the user must delete the existing user then generate a signup transaction link to properly link the constituent. I would like to see an improvement on this process to which the us...0 Reviewed: Voting Open
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Allow batch template and import to update not just Deceased Date but also Confirmation and Source
I see that there is a DeceasedRecordFinder batch template with these fields are available but the Constituent Update batch does not allow for these fields to be used. If these were added this would mean we can easily update deceased data from exte...0 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
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Incorporate Banking Systems of other Countries as part of the product
It would be good to incorporate the banking system of other countries as part of the product rather than asking for it to be customised as per client. As a "global" product being implemented in different countries on different continents, it would...0 Reviewed: Voting Open
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Create way to view and all rows' fields and pull the value in the current Batch UI Model
I know it may not be best to directly pull other rows fields and adjust the current rows fields based on that (e.Model.Field) but just to be able to view all of the row values for a certain field and make calculation based on that. (incrementing, ...0
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Support integration of Outlook 365 and CRM
Currently it is not possible to integrate email if you are on Office 365 version of Outlook0 Reviewed: Voting Open
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Want/Need Control Reports created in web view
Hello. Just took a class on how to enter gifts via batch in web view. I need a control report. Can you please set it up so that it's possible to get a control report in web view.0
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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