-
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
-
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
-
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
-
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
-
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
-
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. -
Prospects assigned to a Fundraiser should not become historical when an associated plan becomes historical.
A Fundraiser can be assigned a Prospect that has no plan and be visible under prospect assignments. However, if that Prospect is then given a Plan, and the Plan is marked historical, the Prospect also becomes historical and only visible on the Fun...0 Reviewed: Voting Open
-
build an optioni to restrict file uploads to specific (and safe) file types.
Please build an option to restrict file uploads to specific (and safe) file types. Also, for any file uploaded, it should be checked by anti-virus software. It is on the Documentation tab for Constituents.0 Will not implement
-
Allow the constituency major giving prospect to be given in bulk without needing a prospect plan
My organization would like to assign the constituency of major giving prospect without having to add a prospect plan. That is possible on a constituent's record but the only way to accomplish this in bulk is the "Add prospect plans process", which...0 Reviewed: Voting Open
-
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