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Provide Clients with A Streamlined Mobile Check-in App for Mobile Devices for Fundraisers to Use at Events
While one can log into CRM on an iPad, it is far too many clicks and swipes to register guests as they arrive at an event efficiently in real time in this manner. I believe mobile check-in apps already exist for RE and Altru. We would find one ver...6 Reviewed: Voting Open
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Reflecting Guests Attendance through Events
Currently users are unable to "Mark as will not attend" or "Mark as Cancelled" as guests to hosts within events. Example would be if John Smith was the main registrant and Jane Smith was his guest, John was able to come to the event but Jane wasn'...14 Reviewed: Voting Open
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Add event preferences to event registrant batch for event registrations and to event batch basic for creating events.
Currently, you can create new events (including registration options) through batch and register individuals through batch (including the registration option). There is no way to add event preferences through the batch, though. This limits the usa...2 Reviewed: Voting Open
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Ability to add a guest without creating a constituent
We would like to be able to add a guest without having to setup a constituent. Often all we have is the guest's name and we do not have, nor want to maintain a constituent record for a one-time guest to an event.4 Reviewed: Voting Open
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CRM event ability to cancel a single registrant from a group or couple
registrants pre-registration as a couple or group will not allow cancellation of just one individual. Currently if you cancel a single in cancels the whole group or couple. To keep the "cancel" information we must delete the individual from the co...0
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On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.2 Reviewed: Voting Open
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Add the field 'Lookup_id' to the POST and PATCH /event REST API
When creating an event in BB CRM, it would be useful to have a dedicated way to store an external ID for reference when the event is linked to an external system. Currently, the lookup_id field is available in the UI, but it is auto-generated when...0
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Source Column in Event Invitation Process
In the event invitation process, the event coordinator can add individual constituents by selecting the record or multiple constituents by using a selection. After all the invitees have been added to the event, there is no way to tell how or why t...3 Reviewed: Voting Open
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Make it possible to see unprocessed transactions for events.
For example a warning triangle or something which could be displayed to highlight that there are unprocessed transactions for an event.0 Reviewed: Voting Open
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allow for the deletion of event invitation correspondence records from a constituent record
Currently there is not front end operation to delete the correspondence record from the constituent record for an event invitation nor is it deleted by the system when a user deletes the actual event invitation from the event leading to confusion.8 Reviewed: Voting Open