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Workflow to send Automatic Email when Constituent Group has been Updated (Trustees)
It would be useful to have a workflow to communicate with other areas of our organization to ensure that people be made aware of constituent updates, specifically for our Trustees.0 Reviewed: Voting Open
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See which user sent an email
We have multiple staff who create and send emails. It would be helpful to be able to see which user created and last edited an email, when it was created/last edited, and who actually pushed send.0 Reviewed: Voting Open
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In Opportunities Lists please allow for name and purpose to be separate columns so that the lists can be sorted by either of these fields.
No description provided0 Reviewed: Voting Open
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The map feature should allow for you to draw a shape around records and then export to excel for sorting and planning a trip.
No description provided0 Reviewed: Voting Open
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Checks V.S. ACH/Online Payments
You should be able to tell the system whether you want a check or if you paid something online.0 Reviewed: Voting Open
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Voiding Invoice Option instead of Deleting Invoice
Voiding checks for invoices is simple and automatically reverses the transaction but only in the checking and payable accounts. When deleting an approved invoice, it only removes the invoice and does not clear out the distributions that have been ...0 Reviewed: Voting Open
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Add Primary Constituent Code as a drop down option in Fundraising/Analyze/Funds
those who use Cons Codes as a primary query tool0 Reviewed: Voting Open
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Constituent Search on a map with Drive-Time radius
I'm often asked for a list of people who live/work within an hour of a certain place. (As opposed to a certain mile radius.) It would be so great to be able to see a list of donors who live within a half-hour drive of a conference location, or peo...0 Reviewed: Voting Open
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In the action area, it would be great if Save and Cancel weren’t right beside each other.
In the action area, it would be great if Save and Cancel weren’t right beside each other. I have hit cancel a few times when I meant to hit save.2 Reviewed: Voting Open
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BBMS Transaction Reports Need to be Streamlined
It is needlessly inefficient to view a report from BBMS. I have to click 5 times and extract the file from a zip folder just to VIEW a one page report. That is so inefficient. I should just be able to view it right on the screen when I run it and ...0 Reviewed: Voting Open