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Allow Household and Group members to be updated in bulk (via Constituent Update Batch Import or global change)
After running the DeceasedFinder process, my organization has thousands of deceased/inactive constituents who are the primary member of their household. Given the sheer number of records that would need to be fixed manually through the front end, ...2 Reviewed: Voting Open
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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... -
Add a merge field option for a receipt to the Advanced Donation Forms Acknowledgement step
This would allow the acknowledgements that are set out to have a receipt number added to them. If in the event someone needed to contact the organization afterwards, they would be able to refer to their receipt number.4 Reviewed: Voting Open
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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 importation/addition of name formats to constituent records in bulk
Currently, using out of box functionality, it is not possible to import name formats to constituent records. Manually adding individualized named formats to records requires a good amount of time so our organization would like the ability to impor... -
Allow us to block users from creating code table entries when entering data via forms
It would be useful if there was a security permission or system setting which controlled whether users could add code table entries by entering them into data forms so that we could require that users who needed to create new code table entries ha...0 Reviewed: Voting Open
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allow users to add auction item purchases via Batch.
Users would like to be able to add auction item purchases via Batch. Users would also like the ability to import auction item purchases. Currently users can only add auction item purchases via add payment form and not in bulk.1 Reviewed: Voting Open
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Bug fix: Treat "Do Not Honour" as a provisional credit card rejection, not a permanent one
BBCRM currently treats Treat "Do Not Honour" as a permanent credit card rejection, not a provisional one, yet our detailed analysis and experience over many years has shown that this reason is provisional and such transactions are often successful... -
Remove Prospects from FROG view when unassigned and end dated under Prospect Manager History
When our fundraisers are accessing FROG, prospects that they no longer manage continue to show in their FROG instances under "My Portfolio." In CRM they are not assigned as the manager and they are end dated under the Prospects > Prospect Manag...0 Reviewed: Voting Open
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improve relationship maps
For our prospect researchers and users of the information they add to BBCRM it would be great if the relationship maps could be a bit more flexible to include more information (relationship type, current or former etc) and allow users to move cons...2 Reviewed: Voting Open