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Add option to preview documentation/attachments
Please add an option to preview documentation/attachments without having to download them to assess if they are relevant. Current functionality requires the file to be downloaded, resulting in data security issues as documents may be downloaded &a...0 Reviewed: Voting Open
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Allow multiple Phone number formats per country
In Australia we use multiple phone number formatting standards - for land lines and for mobiles e.g. xx xxxx xxxx and xxxx xxx xxx It would be great to be able to setup multiple formats so we can validate phone numbers entered adhere to one of the...4 Reviewed: Voting Open
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Search for a constituent by GUID in query
Unless there is something I’m missing in regards to steps, I think we should submit this to the idea bank as I’d love to be able filter by GUID. The query tool allows you to bring over the GUID field as a filter, but doesn’t allow you to use it. ...0 Reviewed: Voting Open
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Constituent Searching - Add Browse Functionality (like query)
This would benefit all folks searching for records. When searching a common name there may be lots of records returned and we may need to click into each record one by one to find the one we are looking for. Having a browse function would help us ...0 Reviewed: Voting Open
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Update the Gender defaults in BBIS batches based on the Title - instead of Gender Unknown.
When processing a batch (such as Event registration, BBIS signup and BBIS Profile update), we would like to see the Gender default based on the Title - similar to how it currently works in CRM Constituent Batch and Constituent Update Batch. Curren...0 Reviewed: Voting Open
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Allow the AddressFinder process to update the Do Not Mail flag when a new valid address is updated onto the constituent record.
When an address is updated via address finder, the details of the orignal address, such as the do not mail flag, are copied over or retained on the new address. A record may have an address that is marked "do not mail" and when a new, mailable add...
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Reviewed: Voting Open
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add a way to remind users of interactions/tasks that are due
Add a Tickler system where you can add a reminder with a particular date/time due that appears on the Home Page. We used to have this with Raiser's Edge and found it quite helpful. The client also mentioned providing a Tickler report like there wa...1 Already exists
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allow multiple relationships of the same type on constituent record
Example provided: a board member may resign from the board then, years later, rejoin. User would like option to add "Board Member" multiple times as relationship with the different start/end dates.1 Reviewed: Voting Open
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Do not allow deceased Primary household members
BBEC allows the Primary household member to be deceased. Because of this, our constituent updaters are required to perform extra processes by accessing the Household record, reviewing and when necessary, changing it. It would be great if after a h...0 Reviewed: Voting Open
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Add multiple members to a group at one time
When adding members to a group - it would be good to be able to select more than one constituent before saving so that all members can be added together instead of each one separately.