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View Event Participation on Constituent Record
It would be helpful for staff on the constituent record to see the Event Participation tile without necessarily having access to view the Events module.Reviewed: Voting Open
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Creation of professionally formatted documents
It would be useful to communicate updates with constituents and ensure accurate information so proper contacts and follow-ups can be maintained.Reviewed: Voting Open
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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...Reviewed: Voting Open
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Edit employment information from web view
Employment is a key field for Gift Officers. During a call, if they learn of an update or change to this information they (Gift Officers) cannot add/edit it. It can only be done in database view. Seems that that is a top-level field that the folks...Reviewed: Voting Open
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Add attachments in massive actions
Add the option to register massive actions in the web view and also that files can be attachedReviewed: Voting Open
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Allow NXT feature 'search for an address' to be based on existing constituents records
The current feature 'search for an address' using Bing does not always return the correct Canadian postal code for the address. I would like to see if the address search can be done on existing records in the system.Reviewed: Voting Open
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RENXT expand/resize boxes/panels to span both columns
This is an overall system design suggestion, not only for the Education box. The main UI is currently divided into 2 columns (except for the very top where the constituent name is located). Being able to control if a field box in either of the two...Reviewed: Voting Open
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Auto sort current/disabled email, phone and addresses
It would be helpful when an email, phone or address is disabled, that it is automatically sorted to the end of the list and the most current ones are the top options.Reviewed: Voting Open
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Visual Indicator for Assignments in Constituent Search
Whether the fundraiser's name pops up or there's a symbol/color to indicate that a constituent that appears in the search bar 'drop-down' is in someone's portfolio. Would be helpful as a visual aid in reminding non-fundraisers that this is a fundr...Reviewed: Voting Open
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Add "Class of" and other possible helpful fields to record result when using Duplicate Constituent Mgmt Tool
Our organization is a school. When searching for duplicate records using the Duplicate Constituent Management Tool it would save quite a bit of time if the field "Class of" was included in the resulting records. Currently when determining if recor...Reviewed: Voting Open