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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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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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Show the Exclusions used for Event Invitations
When you're creating your Event Invitations and chosen your Selection(s) of people, you are able to choose your Exclusions, however, once chosen, we never see them again which prevents us from troubleshooting our users. These need to appear somepl...1 Reviewed: Voting Open
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Allow Import Selections to switch back and forth between different Lookup ID types
Users will encounter this error below if they have recently switched between different Lookup ID types on their Import Selection. Error: Deleted ID: The value in the 'XXXXX' column does not exist in the database for the selected record type and al...0 Reviewed: Voting Open
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Allow a pair of constituents to be flagged as non-duplicates
There are some records that have been paired that we know are not duplicates, nor are they relatives. We would like to prevent these records from popping up on future Find Duplicate records process. We can’t remove them from the process, because o...3 Reviewed: Voting Open
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show Constituent Lookupid and Revenue Lookupid fields in Blackbaud Merchant Services (BBMS)
this will make it much easier to tie BBCRM and BBMS together. This will be helpful for Treasury when they look up an individual transaction. It will also be helpful when comparing a spreadsheet of BBMS data to BBCRM. Also make BBMS transactions ...1 Reviewed: Voting Open
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Add the fields Last Research Date and Research Details Updated By fields to query
Right now these two fields are not query-able; it would be helpful to query on the last time research details were updated and by whom to plan for updates.0 Reviewed: Voting Open
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Change export to csv to not drop leading zeros from numbers
No description provided