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Extending Query API Results Limit
Currently the limit is 5000 results. It would be helpful to either raise this limit, or allow the user to select a custom limit. This custom limit could be as simple as entering in a custom limit when creating a query service or giving the user se...0 Reviewed: Voting Open
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The ability to add Planned Gift records and Payment features similar to Pledges to the Recognition Filter.
For the expectation that the Recognition filters under Reporting filters needs to count a payment only if the Pledge is not recognized. The Planned Gift acts like a Pledge, but the system doesn't seem to recognize it as a Pledge.1 Reviewed: Voting Open
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Allow organizations to be merged using the Merge Organization functionality on the same date as the records are created.
Allow organizations to be merged using the Merge Organization functionality on the same date as the records are created. We are often managing org structures after the fact and updating the history of the organization retroactively, and this limit...0 Reviewed: Voting Open
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Direct Marketing Effort Imports Should Allow All Unique Source Codes to Import
Current BBCRM functionality allows for the import of direct marketing effort files with test segments, but does not allow for variants in positions other than the test segment. In large, complex direct mail campaigns that contain thousands of sour...0 Reviewed: Voting Open
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Add a Notes field to Tribute records.
Tributes often have lots of special handling requirements - specific requests regarding acknowledgees, background on how the default designation was determined, the names of staff who may be conducting stewardship with the family, etc. This would ...0 Reviewed: Voting Open
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Provide ability to comment out specific criteria or output lines in the ad-hoc query tool without deleting them.
Users frequently like to experiment with saved queries, changing criteria and adding/removing output fields. If these changes are inadvertently saved the original query is lost and must be rebuilt. This feature would also allow a single query to s...0 Reviewed: Voting Open
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Add a function to "clear results" of a letter assignment process
We assign a lot of different letter codes, all based on different queries, and can make mistakes. The "clear process" option works great later on in the acknowledgement process to unmark gifts as acknowledged, but there's no way to get rid of an i...0 Reviewed: Voting Open
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ability to add start dates to new addresses and end dates to previous addresses
We would like to be able to add start dates to new addresses and end dates to previous addresses (both business and personal) when profile updates are taken through BBIS batch0 Reviewed: Voting Open
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allow us to search for an amount in transaction search
It would be nice to be able to search for an amount in the transaction search.0 Reviewed: Voting Open
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Adding more than one relationship to a constituent for the same organisation
At present you can only add one relationship per organisation for a constituent, so if that person changes role within the organisation you have to edit the relationship rather than add an additional one. We would like the ability to be able to ad...0 Reviewed: Voting Open