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Add more deadline options to Grant Programs
We would like to see more deadline options (that would not be required fields) so that we could associate an LI Deadline, Application Deadline or Application Opening with the grant program.0
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Improve Marketing Effort functionality in regard to mailing to Households
We currently inactivate households where there is only one active member (suggested by our conversion team). Because of this, we cannot mail to "qualifying households" via a Marketing Effort because active members of inactive households would neve...0
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Show event invitations (either mailings or email) on CRM Planning Calendar
Mass communication efforts can be immediately on top of one another without any indication of the volume of messages going out from the organization because ALL communications aren't tracked on the central Planning Calendar. This very useful centr...0 Reviewed: Voting Open
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There is currently no easy way to know if you are splitting up a group when completing table assignments; would like to receive a pop-up not
There needs to be a way to know if you are splitting up a group when completing table assignments. One idea is to display a pop-up notification when a group is about to be split up.0
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Allow users to post event registration committments like a pledge
Currently we cannot post events registration committments. Users would like this feature to function like a pledge.0 Will not implement
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Owner field does not auto-populate for Write a Letter Interaction
When the Constituent "Write a Letter" feature is used no Owner data is populated on the auto-created assocaited Interaction0
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Spell Check and Standard Editing Tools
Our fundraisers continue to request standard editing tools be available when entering interactions/call reports. It is ridiculous to expect them to enter their information in Word and cut-n-paste to BBCRM which is the suggested work around we have...0 Will not implement
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Auto-populate add form when no search is found
When searching for a constituent, and no constituent is found, a user is directed to click 'Add'. It would be nice if the search fields that were populated were already populated on the add form.0 Reviewed: Voting Open
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Allow Documentation in Constituent Update Batch
in Constituent update batch, allow Documents - medial links and attachements to be uploaded/imported.1 Reviewed: Voting Open
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Add Tab in Edit Address window that allows users to select any or all members of a Household, Group or Organization to apply changes to.
Add a tab in the Edit Address window listing all members of a Household, Group or Organization giving the user the ability to select via a check box specific members or all members to apply the address change or new address to. In some circumsta...0 Reviewed: Voting Open