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Clear/remove results from Recognition Programs
Give the ability to clear/remove results of a recognition Program on all records that have that recognition program. If was run there is no way to clear the results if the organization wanted to change or decided not to implement that program the ...3 Reviewed: Voting Open
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Show which query an export process was tied to (at the time it was run) on the History tab
Currently, on an Export's history tab the system shows status, dates, number of records processed etc, with the option to download the output that corresponds to each particular run of the process. Because different queries can be used each time t...0 Reviewed: Voting Open
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allow users to remove a finder number from a posted payment.
Once a finder number is saved to a payment there isn't a way to remove it. You can change the constituent, but the finder number stays the same. You can try in batch, but finder number isn't editable in a revenue update batch. We need to change th...6 Reviewed: Voting Open
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Add Subject line personalisation to Marketing Effort emails
Recent SP updates to BBIS has enabled the ability to add personalisation to the subject line in new templates. Many customers also utilise the email send function from Marketing effort packages and require the personalisation feature to also be av...1 Reviewed: Voting Open
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Make it easier to find where Attribute Categories are in use in query, export definitions, etc.
We cannot rename attributes in use. We cannot find where the attributes are in use. We cannot inactivate attribute categories. Once in place, we need more flexibility to change them.3 Reviewed: Voting Open
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Allow attachments to be sent with BBIS emails
Please allow us to add an attachment to a BBIS email template. One particular use case is for our scheduled welcome emails to include a PDF attachment of our terms and conditions, which we are legally required to send new regular givers. We are no...5 Reviewed: Voting Open
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Create a Prospect Plan Step Update Batch similar to the Stewardship Plan Step Update Batch
My organization would like to be able to update existing prospect plan steps via batch import, just like you can for stewardship plan steps, using the Stewardship Plan Step Update batch type. Prospect plans are used by almost every organization, m...3 Reviewed: Voting Open
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Implement PowerBi SSRS instead of classic SSRS as a part of CRM
We run number of PowerBi dashboards through external PowerBi SSRS reporting services. It would be great to have SSRS reports and PowerBi dashboards in one place - available through CRM web interface. It will also promote proper security controls a...1 Reviewed: Voting Open
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Add 'Virtual Meeting' as a Contact Method for Interactions & Plan Steps
‘Virtual Meetings’ are the new-norm for most of the fundraisers and they are distinct from 'Phone' or 'Email' as they are more personal (but also different from 'In Person'. It would be valuable to be able to distinguish these types of meetings.0 Reviewed: Voting Open
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add functionality to stop a queue when exception is thrown by a step
Currently we can set queues to stop on failure if they encounter an error. If a process encounters an exception it is not viewed by the queue/sql job as an error and the queue continues to the next step. We would like to add an option to stop sub ...2 Reviewed: Voting Open