-
Add tribute search by look-up id
During batch entry, we'd like the ability to search for tributes (in the tribute search screen) by look-up id.1 Reviewed: Voting Open
-
Include a Spouse "Start Date" to track the date the relationship was made
Include a Spouse "Start Date" to track the date the relationship was made It would be informative to know when a relationship was made in BBEC. We would like to see a Spouse "Start Date" to track the date a relationship was made0
-
Have the ability to link to an event right from an interaction or stewardship step
I am working with Arthritis Foundation and they plan to use the Event field in interaction and stewardship steps. It would be helpful if they could link right to the event from the interaction. Right now some other fields on the interaction are cl...0 Reviewed: Voting Open
-
Ability to filter educational institution search results by type
When adding education history to a Constituent users cannot filter the long list of educational institutions by type.0 Will not implement
-
Make Short Class Year available for use in user-assembled name formats
When looking at out of the box name formats, a short class year field ('09 for class of 2009 for example) is displayed. This element is NOT available for use in designing user-defined name formats. For example, you can't as an end-user build your ...0
-
Add Summary tab for Organization
Currently individual, households and groups have summary tab but organization does not. We would like to have this information available for an organization record as well (interactions, revenue, etc.)0
-
Add Revisions (version history) for parts
Another CMS has a way to track revisions made on a post or page, which is helpful when multiple users have access to make changes to a site. It would be helpful if BBIS also had this functionality.0
-
Update Spouse Gender based on Title, rather than Unknown
When adding a Spouse through a BBIS Profile Update Batch, we would like to see the Gender default based on the Title. Currently adds a Spouse with Gender "Unknown" -
spam risk indicator on emails
Would like to see an indicator of spam risk as emails are created.0
-
Add Constituent's "Home" phone to Spouse record
When updating Spouse information through a BBIS Profile Update Batch, we would like to be able to add the Constituent's "Home" phone to the Spouse record in CRM