6 results found
Any field that might be touched through the Omatic import should be displayed on one screen to be approved by the importer. The current data difference grid only shows a couple fields. We should have the ability to see the two side by side (current BBCRM data & new Form Data) and decide which to keep untouched, and which to update with new data, and also have the ability to make edits to the new data before import.3 votes
BBCRM Constituent Email Address section has an option to set the "Do Not Email" flag. However, our Bio records team would like us to include a reason code inorder to identify who (in this case from where) set the flag.
Would it possible to add reason code as an option?
We are currently integrating with Emma.2 votes
We would like to show an ID field in the grid options that isn't in both systems.1 vote
Ability to add/edit constituency records for BBCRM Constituent Revenue
So that I can properly tag our constituents in BBCRM0 votes
We currently do not have the ability to add financial information for recurring gifts. We have a file with a mixture of Credit Card and EFT recurring gifts and we are unable to populate EFT information in the recurring gift. We would also like the ability to add new financial relationships if they don't exist on the record also0 votes
Ability for all records to be pulled through BBCRM0 votes
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