Provide out of the box Default Dashboards
Dashboards were a big selling point of CRM, but none were setup as part of the implementation rollout and none are provided as examples out of the box. There should be a default Dashboard page, which could be subsequently customised by each client.
Jun 29 2015
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BBECRM: In Mailing processes (and others?) can the tick boxes be unticked
Uncheck the 'refund card' box as the default when adjusting gift amounts down.
Provide the ability to see Prospect Manager Name or Rating in detail box on Mapping page
Allow the default status of a prospect plan step to be changeable
allow dashboards to automatically select the currency based on localization settings or allow users to enter default currencies
Allow benefits to be assigned to a designation
Allow tributes to be assigned to designations
Provide Clients with An Out-of-the-box Registration UPDATE Batch for Post-Event Registration Status Updating When Importing from A CSV
Add the ability to unload a loaded spec from within CRM