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Datafill credit card type based on first number
Is there a way to add functionality such that if a credit card number is added that the credit card type is automatically identified? I was informed that the first number of a credit card will always identify the type.3 Reviewed: Voting Open
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Opportunity to pop up/notification in a Revenue Batch
When Gift entry is processing a gift, it would be very helpful if after entering the donor in a Revenue Batch, if there is an opportunity on the donor, for a pop up box (like the Commitments) or Yellow notification to appear to inform the entry pe...0 Reviewed: Voting Open
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Create a batch merge feature so users can import files with both the target and source records, and then merge them at once.
This would be helpful when the source and target records have already been identified for a large number of records.0 Reviewed: Voting Open
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Allow users to sort edited columns in export definitions.
This is useful because the column order is reflected in the CSV file. For example when editing an export definition, the edited fields show up at the bottom of the export definition and appear out of order, no matter how they are sorted ie. if you...1 Reviewed: Voting Open
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Update the BBIS API to allow the Primary Email Address Type in a Profile Update
The BBIS API uses BBNC objects, like the Profile.PreferredEmail field, which doesn't allow for an email address type to be specified. If this call is used, BBIS Profile Update Transaction batches in CRM are missing the email address type on primar...0 Reviewed: Voting Open
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Make email export definitions editable
We would like to be able to edit existing email export definitions (both marketing email export definitions and the ones listed under administration), so we don’t have to create a new one when we find that something we need is missing from the exi...1 Reviewed: Voting Open
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Allow the option to have the checkbox deselected by default when adding a Primary email from the Contact Information tile on a constituent page
When adding a Primary email from the Contact Information tile on a constituent page for an individual who is part of a household, the "Copy email address to household and members" option is checked by default. There is no feature when in Page Desi...0 Reviewed: Voting Open
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Globally make site a required field
This would allow each area that uses 'Site' to become a required field. This would be a change that updates each Site field throughout CRM and not needed to be done individually or by a database/technology consultant. Organizations who may have 2 ...0 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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Household member process in correspondence process
The correspondence process only allows you to household members when you choose the standard output of "Formatted Mail Correspondence Output". We'd like to be able to household members on any of the outputs and when you choose an export definition.1 Reviewed: Voting Open