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Allow additional one off payments to be associated to a Sponsorship opportunity
A sponsor may wish to provide an additional payment to their sponsored child for special events such as their birthday or for Christmas. This would be on top of their monthly commitment. In CRM 3.0 we can associate an additional recurring gift wi...0 Reviewed: Voting Open
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Spell Check and Standard Editing Tools
Our fundraisers continue to request standard editing tools be available when entering interactions/call reports. It is ridiculous to expect them to enter their information in Word and cut-n-paste to BBCRM which is the suggested work around we have...0 Will not implement
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Sponsorship and Enhanced Revenue Batch Imports include Constituent Financial Account Fields
As an organisation that receives revenue files from Direct Approach and Telemarketing vendors that include the Payment Method of Direct Debit, the import file needs to be able to map and import and the constituent's financial account details. **...0
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Add a photo for a Sponsorship project
We need to be able to add a photo for a project sponsorship opportunity that can be displayed on BBIS to potential sponsors. -
'Set sponsorship recurring gift status' global change
Be able to globally (bulk) change the status of a Sponsorship Recurring Gift for various reasons, e.g., Holding for in arrears or Credit Card Rejections.
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Reviewed: Voting Open
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allow the ability to change caption on Pay Now button
While going the sponsorship process, when the user comes to the payment page, we would like the "Pay Now" button be editable so we can change it to "Sponsor Now".0
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Add a link to the Sponsorship Record from the Opportunity Record Page
If an opportunity has been sponsored, it would be good to have a task on the left hand side with a link to the Sponsorship record. -
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 ... -
Allow the Gift Aid sponsorship and Constituent declines Gift Aid check boxes to be used for gifts held against organisations and groups
As part of our challenge event processing we regularly use the Gift Aid sponsorship and constituent declines Gift Aid check boxes to show what gifts can be Gift Aided without reference to the constituent's own Gift Aid status. This works well for ...0
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Send one reminder for multiple Sponsorship payments due
If a Sponsor has multiple sponsorship commitments, it would be great if we could send one reminder letter with all payments due, rather than one letter per sponsorship.