BBIS | Ideas for Blackbaud CRM and BBIS

Allow donation form content editor to define source code and/or marketing effort as well as appeal

We need to be able to allocate supporter's donations to particular segments and efforts within appeals, even if they were not necessarily known to have been sent those appeals (e.g., for public media efforts or for complex journey based email mark...

Created 23 May 01:59 by David Wanless

BBIS / BBIS

0 Reviewed: Voting Open

7 Vote

Add the ability to include Class Year on the new SP11 Event Registration Form

Class year is significant data to match on for Higher Eds as we have legacy alumni going back many years. We need this field to be an option on the form.

Created 09 Jun 15:22 by Christine Goodwin

BBIS / Events

2 Reviewed: Voting Open

3 Vote

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.

Created 26 Aug 18:51 by Guest

BBIS / Profile Update

0 Already exists

3 Vote

Add the option to turn on/off the automatic use of the primary phone number if the constituent doesn't have a 'Home' phone number on their CRM record.

If the Home phone merge field is placed onto the profile display form in BBIS and the constituent doesn't have a home phone linked to CRM, then the profile display will display the primary phone number. This is applicable to the Home phone number ...

Created 26 Aug 18:44 by Guest

BBIS / CRM Integration

0 Reviewed: Voting Open

3 Vote

Add the ability to setup an acknowledgement email after saving the preferences on the communication preference form

Currently, there isn't a way to do this, but it would be useful to add this functionality in case the organization would like to also send a confirmation email to the subscriber's email immediately after they have subscribed.

Created 26 Aug 15:42 by Guest

BBIS / Email

0 Will not implement

6 Vote

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Allow donation form content editor to define source code and/or marketing effort as well as appeal

Add the ability to include Class Year on the new SP11 Event Registration Form

Add the ability to exclude confidential addresses and phone numbers

Add the option to turn on/off the automatic use of the primary phone number if the constituent doesn't have a 'Home' phone number on their CRM record.

Add the ability to setup an acknowledgement email after saving the preferences on the communication preference form

Evaluate the flow of the new Event Registration Form

Add functionality to set ticket-level capacity on BBIS Event parts

Show Who is Attending on Online Registration Form

Specify default email address type

Add "see who's coming" list for events

Filter by status

Filter by category

Identify yourself with your email address

Allow donation form content editor to define source code and/or marketing effort as well as appeal

Add the ability to include Class Year on the new SP11 Event Registration Form

Add the ability to exclude confidential addresses and phone numbers

Add the option to turn on/off the automatic use of the primary phone number if the constituent doesn't have a 'Home' phone number on their CRM record.

Add the ability to setup an acknowledgement email after saving the preferences on the communication preference form

Evaluate the flow of the new Event Registration Form

Add functionality to set ticket-level capacity on BBIS Event parts

Show Who is Attending on Online Registration Form

Specify default email address type

Add "see who's coming" list for events