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allow users the ability to add defaults for the form view of membership batches
Currently you can add defaults to a membership batch but when you switch to the form view the defaults do not persist. There isn't a way to add defaults to the form view. This would speed with data entry and also reduce mistakes when entering memb...2 Reviewed: Voting Open
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Add Memberships to the Deceasing Options page when marking a constituent deceased
Memberships may include spouse or other household members. When the primary member is marked deceased, it causes downstream issues with Membership Renewal Efforts since they only consider the deceased state of the primary member during exclusion c...1 Reviewed: Voting Open
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Allow Membership Contribution Process to downgrade memberships
At present, the Membership Contribution Process does not pick up qualifying renewal payments for a lower level of the membership program. We would like this to functionality to be added for the Membership Contribution Process as some members may n...1 Reviewed: Voting Open
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Ability to merge duplicate memberships
In many cases some users have entered multiple memberships with revenue attached to each one. There's need to merge the two membership records one with all revenue tied a single membership.1 Reviewed: Voting Open
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more flexible options for configuring the memberbership installment plan
we would like to see semi-annual to be a configuration option for the instlalment plan. Currently we set to annual and then have to change it to semiannual when we use it on the membership0
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Allow Membership Contribution Process to pick up revenue from constituent removed/dropped from membership program
When a constituent is removed from a membership, the member is marked 'IsDropped' in the database. At present, revenue from dropped members is not processed by Membership Contribution Processes for the same membership program. My organization woul... -
add secondary sort to the membership page to arrange memberships of like status chronologically
add secondary sort to the membership page to arrange memberships of like status chronologically -
Ability to add the members and cards fields to the membership dues batch in the main grid
Currently you have to click a seperate tab to add members and cards. Very inconvenient. Should be able to add the related fields to the template to have a more streamlined data entry for batch -
Assign specific web form pages from BBIS to specific batch types within the batch assignments tab
Web tab > web transactions > Batch Assignment tab > +Add < Set transaction type to “Membership” then +Add < Set Assign by to “BBIS Site” and hover over the table below, “Assign by site”, and click the arrow. We would benefit from ha...1 Reviewed: Voting Open
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Need the ability to limit entry into a Membership program
Organizations may have membership programs that have been 'retired' for all intents and purposes. However, they still have members paying into those programs. For example, an org has a lifetime membership program with a 10 year grace period for be...0