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Allow BBIS initiated recurring transactions to be applied to outstanding pledges in CRM during batch.
We often have situations where users want to set up a recurring payment through payment through BBIS to pay off an existing pledge. I believe that this is a a common need. The system doesn't really have a good way of doing this. We end up having t...0 Reviewed: Voting Open
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Improve email/list functionality to allow for selective re-sends; e.g. send to only those who opened/didn't open email, or send to only those who haven't registered for an event, etc.
It would avoid lots of duplication (creating new queries and selections, copying email messages etc.), and generally save time0 Reviewed: Voting Open
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Treat constituents with a former email address of a certain type the same as constituents without that email address type
When users send a BBIS email message to a specific type of email address (Home, Business, etc.), if a constituent does not have that type of email address, the email message will be sent to the constituent's primary email address instead. However,...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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Enable Address Validation on BBIS Profile Update Batches
Currently, there is no way in a BBIS Profile Update batch to validate any addresses submitted by the constituent. Instead, after the batch is committed, you have to navigate to the record in order to validate the address. We would like to have the...0 Reviewed: Voting Open
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Ability to exclude phone/address marked confidential in BBIS
If a constituent has a phone or address marked confidential in CRM, we would like the value not shown in BBIS as well.0 Reviewed: Voting Open
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Add the ability to have conditional page redirects based on security
BBIS allows for URL redirects as well as Targeted content which displays different content based on user access. We think a valuable addition to BBIS would be combining those two ideas to allow for conditional redirects so that users might get red... -
Add e-receipt to all online gifts
Currently you can e-receipt only if you use the donation form. Please add e-receipting to Payment 2.0 and the Advanced Donation Form.
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Reviewed: Voting Open
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Extending Query API Results Limit
Currently the limit is 5000 results. It would be helpful to either raise this limit, or allow the user to select a custom limit. This custom limit could be as simple as entering in a custom limit when creating a query service or giving the user se...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