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Add the ability to query on the Confidence Score as a field under Wealth Information for Philanthropic Gifts and Political Donations
On a constituent record when you go to Wealth and Ratings under Tasks, go to the Giving tab, the user can choose to add information for Philanthropic Gifts and Political Donations. After adding, the user can then choose to filter columns. One of t...0 Reviewed: Voting Open
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create an option to view scheduled email messages in date and time order with title and recipient list information, like a messages queue tab. Also I suggest adding the ability to unschedule an email to go back an edit it if it hasn't yet been sent to recipients.
This would be very useful to departments constantly scheduling various email messages to various recipient lists. The ability to view exactly which email messages are going out when and to whom will help users avoid sending messages that conflict ...0 Reviewed: Voting Open
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Add the ability to update opportunities in Fundraiser on the Go (FROG)
This would allow fundraisers to update their opportunities while traveling using FROG.0 Reviewed: Voting Open
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Delete/Remove user from BBIS
Currently when you delete a user, they end up in the ever growing pile of deleted users. While it is nice to have this second change area for deleted users, it would be nice to be able to remove a user for good. Otherwise it is just wasted space.0 Reviewed: Voting Open
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Be able to pull information from Volunteer module/functional area into BBDW
No description provided0 Reviewed: Voting Open
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add the ability to query on the date of a recurring gift adjustment in a revenue query
It is possible to get to the date via the Recurring Gift Revenue Function History section with query but there is no way within that section to output the activity type (that you see on a record) so it is impossible to match up which date goes wit...0 Reviewed: Voting Open
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Add start and end time fields to the Steps of a Funding Request
Currently, it is not possible to add start and end times to the Steps of a Funding Request. Since this behaves much like other Interactions, it would be helpful if start and end times could be added to the Steps thus facilitating potential integra...2 Reviewed: Voting Open
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Add sponsors to Events
This will be useful, because there is not a straight forward and clear way to add and keep track of sponsors of an event.1 Reviewed: Voting Open
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Benefit calculations on Events
When a partial payment is made on an event registration and then paying it off, the benefit is not carrying over to the benefits tab thus affecting the General Ledger distribution. When full payment is made, the benefit is added.
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Reviewed: Voting Open
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Have the ability to re-receipt via global change or process
This would be useful as if a receipt list process fails or leaves any records off this would allow you to ensure that the constituents receive a receipt.