-
Auto-populate add form when no search is found
When searching for a constituent, and no constituent is found, a user is directed to click 'Add'. It would be nice if the search fields that were populated were already populated on the add form.0 Reviewed: Voting Open
-
Allow Documentation in Constituent Update Batch
in Constituent update batch, allow Documents - medial links and attachements to be uploaded/imported.1 Reviewed: Voting Open
-
Add Tab in Edit Address window that allows users to select any or all members of a Household, Group or Organization to apply changes to.
Add a tab in the Edit Address window listing all members of a Household, Group or Organization giving the user the ability to select via a check box specific members or all members to apply the address change or new address to. In some circumsta...0 Reviewed: Voting Open
-
implement user defined constituencies permissions
At the moment permissions can only be set for system defined constituencies. Could this be extended to indvidual user defined constituencies (similar to attributes)?0 Reviewed: Voting Open
-
BBEC/BBIS Event Calendar Integration
We would like the events present in the BBEC Event Calendar to pull through in to the BBIS Event Calendar with users still having the option on which ones to display. At the moment it's time consuming having to add the events separately in BBIS.3 Reviewed: Voting Open
-
In batch entry user to sort by "error" field
When you validate a batch and there are errors, there is no way to sort by the error field. This requires the user to go and find each error to fix. When the file is coming from an import, the user has to sort through 1900+ records at times.0
-
Sponsorship and Enhanced Revenue Batch Imports include Constituent Financial Account Fields
As an organisation that receives revenue files from Direct Approach and Telemarketing vendors that include the Payment Method of Direct Debit, the import file needs to be able to map and import and the constituent's financial account details. **...0
-
Allow users to change Default date format setting in Import/Options tab
Currently this is set to M/d/yyyy for both Date Format and Fuzzy Dates and set to M/d for Month/Day format. Each time a user creates a new import it is necessary to change from this default setting. A user should be able to define this default or ...0
-
Use an Excel file of Lookup IDs as part of your query filter
I would like to be able to use an Excel file containing Lookup Ids as part of my query filter. For example, I have an Excel with a column called LookupIDs (containing lookup Ids) and I would like to use this as part of my query filter.0
-
Customize/Configure AdHoc Properties
It would be nice to be able to have a way to not default "Suppress Duplicate Rows" with Revenue Queries. Any way to control this would be a great feature within CRM to create queries.1 Will not implement