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Allow online payments for household pledges
Donors are frustrated because currently individuals cannot make a payment online on a pledge that is attached to their household record. The pledge is visible via the transaction manager as a recognition credit but there is no option to pay.1 Reviewed: Voting Open
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Prevent users from creating duplicate accounts in BBIS.
I spend time every week breaking constituent links and deleting duplicate users because there is nothing stopping people who already have a BBIS account from signing up again, i.e. checking against email address.0 Reviewed: Voting Open
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Allow BBIS initiated recurring transactions to be applied to outstanding pledges in CRM during batch.
We often have situations where users want to set up a recurring payment through payment through BBIS to pay off an existing pledge. I believe that this is a a common need. The system doesn't really have a good way of doing this. We end up having t...0 Reviewed: Voting Open
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Enable Address Validation on BBIS Profile Update Batches
Currently, there is no way in a BBIS Profile Update batch to validate any addresses submitted by the constituent. Instead, after the batch is committed, you have to navigate to the record in order to validate the address. We would like to have the...0 Reviewed: Voting Open
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ability to add start dates to new addresses and end dates to previous addresses
We would like to be able to add start dates to new addresses and end dates to previous addresses (both business and personal) when profile updates are taken through BBIS batch0 Reviewed: Voting Open
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Links to BBIS pages from CRM Email Marketing
It would be really useful to include a list of active BBIS pages which we could include a link to from an Email in CRM without having to lookup the URL ourselves. If BBIS is linked - CRM should know what pages are active. I understand the concept...0 Reviewed: Voting Open
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Address validation on donation forms
We would like to see the address validation on the donation forms on BBIS so that when they are downloaded they can be matched to the CRM record as any slight difference in the address makes it appear to be a different address to the system0 Reviewed: Voting Open
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provide a BBIS Global Opt out that works with multi-site implementations
When configuring a Communications Preferences Form in BBIS, you are required to include a Global Opt Out element to comply with such laws as the United State's CAN-SPAM act. The Global Opt Out element applies to ALL sites in a BBIS multi-site impl...2 Reviewed: Voting Open
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BBIS - Use giving amounts based on Ask ladder rules set in CRM and personalised for a registered user
On a BBIS donation form, it would be good to display personalised giving levels to the user base don their last donation amount or another smart field. This could use the same ask ladder rules set in CRM - so we could choose to display the giving ... -
BBIS Sponsorship Send an Email - add more merge fields and ensure contents of email are stored in CRM as a note on the interaction
The BBIS Sponsorship Dashboard includes some great tools - including the ability for a sponsor to send an email to their child. It would be great if the text content of the email was stored directly in CRM as a Note on the Interaction created on ...