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Have CRM automatically/Preset the correct country address formats to allow international donors to be able to donate successfully via BBIS
CRM adds country address formats automatically, but for many countries the address format is incorrect. Taking Switzerland as an example, the default address format includes the State Abbreviation field. According to a third-party site for interna...1 Reviewed: Voting Open
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Allow Users to copy Error messages from Queue
When a Queue fails, it would be useful for users to be able to make a copy of the error message to allow checking in KB or when submitting a case to Support0 Reviewed: Voting Open
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Revenue Summary Recalculation
On the Revenue Summary tab when I changed from ƒ??This calendar yearƒ? to ƒ??Last calendar year,ƒ? it began processing and returned the ƒ??Household summaryƒ? but took a while to return the ƒ??Individual summary.ƒ? It appears as soon as you ma...0
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allow users to add additional fields to customize Summary Tiles
Users would like to add some additional fields to customize summary tiles. For instance, on the Constituent Address Summary Tile, users would like the ability to display the address country. This would save a click through to the address to see th...0 Reviewed: Voting Open
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Allow multiple revenue categories for a single pledge
It should be possible to have a single pledge with multiple splits (designations) where each split has a different revenue category. The database design appears to support this functionality, but the user interface does not. We would like to be ab...0 Reviewed: Voting Open
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Configure constituencies to apply to a constituent type
Configurable rules about which constituencies apply to which records. Many constituencies only apply to individuals, another set of constituencies only apply to organizations. Make the constituencies configurable or create separate code tables for...0
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Planned Gifts Excluded from Revenue Marketing Query View
The Revenue Marketing Query View is excluding Planned Gifts as this is a revenue type that would not generally be associated with Marketing Appeals, however we feel it should be included as Legacies are most commonly raised through brochure mailin...0
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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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Allow the constituency major giving prospect to be given in bulk without needing a prospect plan
My organization would like to assign the constituency of major giving prospect without having to add a prospect plan. That is possible on a constituent's record but the only way to accomplish this in bulk is the "Add prospect plans process", which...0 Reviewed: Voting Open
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Household member process in correspondence process
The correspondence process only allows you to household members when you choose the standard output of "Formatted Mail Correspondence Output". We'd like to be able to household members on any of the outputs and when you choose an export definition.1 Reviewed: Voting Open