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Update the BBIS API to allow the Primary Email Address Type in a Profile Update
The BBIS API uses BBNC objects, like the Profile.PreferredEmail field, which doesn't allow for an email address type to be specified. If this call is used, BBIS Profile Update Transaction batches in CRM are missing the email address type on primar...0 Reviewed: Voting Open
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Provide the option to add a new job title entry in profile update batch
The current default for job title is 'Changed from' and does not provide an option to add another new value to the record as a historical entry.0 Reviewed: Voting Open
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ability to add start dates to new addresses and end dates to previous addresses
We would like to be able to add start dates to new addresses and end dates to previous addresses (both business and personal) when profile updates are taken through BBIS batch0 Reviewed: Voting Open
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BBIS: Profile Form filtering out "Inactive" Contact Information
When creating a profile form in the BBIS Forms area one may choose to which address, email, and phone types users may add and/or edit. We are coming across an issue where contact values marked "inactive" are displaying for editing in the online ...1 Reviewed: Voting Open
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BBIS - Spouse added through batch
In the NetCommunity you can indicate if you have a new spouse, you enter the spouse's first and last name. When this information comes through the BBIS batch and the batch is committed the spouse is added to the database without an address. We the...0 Will not implement
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Add the ability to exclude confidential addresses and phone numbers
In BBIS, it would be beneficial to have the option to exclude phones and addresses marked in BBCRM as confidential. There may be instances where the organization may not want the value shown in BBIS.0 Already exists
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Additional fields in the BBIS Form Designer
When building a form in the ‘Form Designer’ in BBIS there are fields missing that we would like to include. Please can the following be added? - Job Category - Work Start Date - Work End Date - Primary Addressee - Personal Website - Work Website0 Will not implement
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Retain existing name as alias when End User updates name in BBIS Profile Update
Store the existing name as an Alias on the Constituent Record when a user updates their name in an BBIS Profile update. This is needed to be able to search on a prior name in case gift officers or others were not informed of the name change.1 Reviewed: Voting Open
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Ability to configure email submitted through BBIS profile update to automatically apply to CRM Online Info tab
When an individual updates their email in their BBIS account profile, it generates a batch in CRM. Committing the batch in CRM does not update the BBIS email in the Online Info tab in CRM. Instead the users have to apply it manually. It would be u... -
Add Profile Display and Profile Update parts that can be used via BBIS email links without logging in
Currently, constituents can use links in BBIS emails to automatically identify themselves to the system for certain purposes (event registration forms, communication preferences forms, etc). However, the existing Profile Display and Profile Update...0 Reviewed: Voting Open