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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...0
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Link records in NXT with corresponding Research Point records
It seems like the only way to currently link records in the two systems is individually, which is not realistic when tens of thousands of records need to be linked. Once linked, a sync can be completed in bulk, why not linking them too?0
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Search all name fields for duplicate check
Let's say we have a constituent John Smith. If we tried to create a constituent named Smith John, RE's duplicate search should flag that as a possible duplicate. This may or may not have been inspired by an incident with the chair of our Board o...0
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Custom Individual Prospect Statuses
We need to create customized prospect statuses so that certain donors can stay in certain categories (ex. stewardship) longer than others.0
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Add profile photo for spouse
Right now, I try to find profile photos of a couple together to add to the HoH/main constituent record so it shows both of them but the photos end up small. RE could instead pull the constituent photo from the spouse record, maybe as a smaller cir...0
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Add ability to add / edit Primary Employment in NXT
Add ability to add / edit Primary Employment in NXT1
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Indicate if Hosted Files window is Test or Prod
When you are working in both Test and Prod and have hosted files open in both, you can't tell which is which, except by what files are there. There needs to be a very visible indicator to help differentiate between the two!0
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Specify Solicitor Type for Portfolio in Work Center
Hi- I love using work center but it shows a much larger portfolio size as it doesn't allow me to limit for those who I'm the primary solicitor. In our organization we also track staff solicitor for supporting or other roles. I would prefer to limi...0
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Automatically uncheck "Include Deceased Constituents" in Queries
The boxes in the Criteria tab of Queries to include deceased constituents, inactive constituents, or constituents without valid addresses should be automatically unchecked with the user's option to include them, rather than the other way around. F...0
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Add ability to require more than one constituency code.
I would like to be able to require more than one constituency code on the constituent record. This will require that any and all users to enter this minimum information which will best enable all users to produce correct and consistent reports as ...0