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Add a Group Member search list or group member search criteria to an existing search list
My organization would like for the existing constituent search list(s) to have functionality allowing users to search for a group record (using name, lookup ID, contact info, etc.) and the search list results are just members of that group. As an ...0 Reviewed: Voting Open
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Allow custom gender options in Signup and Profile Update forms
Right now in BBIS there are only 3 gender options; male, female, and unknown. In a previous service pack additional options were made available, but for CRM only. We would like the same ability to customize in BBIS. Ideally, the 'unknown' option c...1 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 constituents with posted revenue to be deleted after the revenue is moved to a different constituent
Per KB 96087, if the revenue associated with a constituent was posted, then the revenue was changed to a different constituent, the original constituent still cannot be deleted due to the error, "This constituent has associated revenue and therefo... -
create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...0 Reviewed: Voting Open
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Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.1 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal) -
Load existing attribute data in revenue update batch
In revenue update batch, existing data of an attribute is not loaded when a revenue record is added in the batch. If the exist data is loaded, it will help users to update the attribute much easier.0 Reviewed: Voting Open
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Need permissions on Export Definition files and and Import Selection files
Like the ad hoc query - users should be able to permission their import lists and more importantly their export defintions to allow/not allow others to edit their export definitions/import selection file1 Reviewed: Voting Open
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Add the option to Copy a query in Marketing and Communications Selections
Currently if you add a new ad-hoc query in M&C you cannot copy it, make a minor change to it and save it under another name. You can only edit it. If you open the M&C query from the Analysis area, you can copy and rename it, but it must be...0 Reviewed: Voting Open