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Create a Preferred Phone Number Merge Field
This would be useful as it would pull the primary phone number from CRM, regardless if it is a home phone, cellphone or business phone.3 Reviewed: Voting Open
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Break Update Profile batch loads in to smaller batches based on ease of data entry.
Suggested break-out points. 1. A CUB batch that would allow contact data (HOME address, emails, phones, name changes, spouse/partner links) to be processed with minimal scrutiny by any updater. 2. Another batch that houses employment data so it ...0 Reviewed: Voting Open
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Add a remove/delete button on the Profile Update Form part
It would be convenient to have a feature/option that would allow users to delete any non-primary contact on the Profile Update Form in BBIS. Currently it is possible to delete non-primary email addresses and phone in CRM, but not using BBIS functi...0 Reviewed: Voting Open
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Remove recognition credit flags from former spouse when processing new spouse from BBIS
Currently, when new spousal information is received from a BBIS profile update, the batch in BBEC will add in the new spouse with recognition credit flags selected. The current process changes the relationship type of the existing spouse to a form...0 Will not implement
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Add a check-box for "Authorized Pickup" to the "Emergency Contacts" record
We tried telling parents to "opt out" of having emergency contacts being able to pick up by typing in the "Relationship" field. However, there is a 30 character limit that prevents saving (but doesn't throw an error message) that makes this not vi...0
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Add the ability to review email addresses that are being updated in a BBIS Profile Update Transactions batch
When a BBIS Profile Update Transaction batch is put through, it can contain information regarding an updated email address. It would be great if there were a way to review this information, and/or add the ability to set some Constituent Matching r...0 Already exists
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Use Constituent "Home" address as Primary Spouse Address in BBIS Batch
When entering Spouse information in a Profile Update Batch, add the constituent’s “Home” address as the Primary Spouse Address. If there is more than one “Home” Address Type, use the most recent start date that does not have an end date.0 Already exists