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Ability to add Grant Awards via Batch
We would like to be able to add grant awards via batch.0
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Allow users to export a CSV from the batch area
It would be great if you can set up batch template and then have the ability to export the fields to a CSV. This would provide the user with a import template.0 Reviewed: Voting Open
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Provide filterering on appeal name in export definition
Provide ability to filter by appeal name in export definition when doing a constituent export definition. Currently, you can't filter by appeal name when you do an export definition and you want one line to appear by constituent.1 Reviewed: Voting Open
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Make recurring gift installment tables at the lineitem level, similar to installment tables are for pledges
Make recurring gift installment (FACT_RECURRINGGIFTINSTALLMENT*) tables at the lineitem level, similar to installment (FACT_INSTALLMENT*) tables are for pledges. The recurringgift tables are at the transaction level, while the installment tables a...0
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Allow users to set default "date and time" export options
Currently all BBP staff and clients have to remember to change the date format to the Australia dd/M/YYYY format before exporting Manage Correspondence process output files or Marketing Acknowledgement Output files, etc. This is both time consumin...0
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Constituent Merge - Constituencies
When you merge records and those records have constituencies, the system does merge them; however, the end date on the merged constituencies is flawed. The start date will take the first date on any of the merged constituent records (good) The ...0
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Implement change that will allow multiple windows/tabs opened in web shell without both of them timing out due to inactivity
When using web shell with forms authentication (i.e., not Windows authentication), if I have multiple browser windows or tabs open to web shell and one times out due to lack of inactivity, my entire session is expired (including the tab or window ...1
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allow multiple email recipients for email alerts
We would like the ability to chose not only our Development officer to receive the email alert but also their Advancement associate or another person designated. Would also work for custom alerts where the same email would go to multiple people. T...3 Already exists
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Wealth & Rating mark historical
In Wealth & Ratings it is possible to mark a real estate entry as historical. It would be nice if Mark Historical was available in other section in Wealth & Rating (i.e: Income)1 Reviewed: Voting Open
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Add the ability to move an 'Employment History' record from one relationship to another.
This would massively assist in the cleaning up of duplicate records (particularly Org records) as you cannot have duplicate relationships. Being able to move the job to a different relationship would make this very much easier.0 Reviewed: Voting Open