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Surfacing BB Internet Solutions Email ID in a marketing effort query
This will directly benefit any Power BI users, it will mean that you can easily have a central fact table when reporting on anything communications related. Currently you need to match the email names which often requires manual changes but with t...0 Reviewed: Voting Open
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extend the Grant/Foundations/Funding module same as for Prospect module
The Grants and Foundations module should be able to do the following consistent with other areas of BBCRM: be able to add a contact report and be supported by the Outlook integration pending funding request steps should show on the MyFundraiser P...2 Reviewed: Voting Open
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provide the ability to mark opportunities as fulfilled or paid
o As a Prospect Researcher I need to be able to determine which opportunities have been fulfilled or not. Currently Opportunity records have a status of Unqualified, Response Pending, Rejected, Canceled, Qualified, Accepted. Once a payment has bee...0 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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Add option for recurring imports on default network directory import source
For sFTP server import source is an option for one-time and recurring imports. However, Network Directory is for “once” (or one-time) imports only. It would be useful to have recurring imports also available for Network Directory as well.3 Reviewed: Voting Open
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Create a functionality that would remove deceased individuals from research lists if checked
Add a checkbox when creating a research list - "automatically remove deceased individuals? Y/N". This way if someone uploads a selection that contains deceased IDs in order to populate a research list, the deceased individuals won't be screened. A...0 Reviewed: Voting Open