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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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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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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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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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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
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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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Extension to ADF - Support Revenue Attributes of Note/Memo (long string)
The Advanced Donation Form does not currently support revenue attributes of type "Memo" aka long strings. Please add support for this type of revenue attribute.2 Reviewed: Voting Open
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add functionality allowing the ability to import notes to interactions
My organization would like the functionality to import notes to interactions. Additionally, it is important that the import cause the 'Documentation attached' checkmark to appear on the Interactions summary page.