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Add support for async calls in BBIS custom parts
BBIS does not currently support async calls in custom parts. Adding support for async calls will improve performance for custom parts that can leverage them.0 Reviewed: Voting Open
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Retain existing name as alias when End User updates name in BBIS Profile Update
Store the existing name as an Alias on the Constituent Record when a user updates their name in an BBIS Profile update. This is needed to be able to search on a prior name in case gift officers or others were not informed of the name change.1 Reviewed: Voting Open
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BBIS Email Signup Subscriber List should use Mail Preference Appeal Category
When you use the BBIS Email Signup Form to collect Communication Mail Preferences for Appeals, it requires a Category. When you send create the BBIS Email Message using Appeals as the Data Source, all CRM constituents that have a Mail Preference =...0 Reviewed: Voting Open
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Add finder number to the auto-match criteria in Web Transactions
My organization would like to use finder numbers, which are unique to a constituent, as matching criteria in BBIS. If such functionality were added, we think it would be a useful and popular feature.0 Reviewed: Voting Open
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Create an appeal mailing/effort in CRM when BBIS email is sent
When you create an email in BBIS you are required to associate with an appeal and when the email is sent a communication is created for constituents with the type of "Appeal Mailing", but no "Appeal Mailing" but not CRM appeal mailing is created. ...2 Reviewed: Voting Open
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Allow BBIS Transaction Manager to update RG payment details even if current payment method is Cash
We would like supporters to be able to change their recurring gift payment method or details (to Credit Card or Direct Debit), whatever their current payment method is. At the moment the Transaction Manager part does not allow updates to RGs with ...0 Reviewed: Voting Open
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Add acknowledgement email capability to Transaction Manager Part
We need (under our banking regulations) to send a copy of our terms and conditions to any supporter who updates their direct debit payment details, yet there does not seem to be a way to do so. We can't do so in query (see idea https://bbcrm.ideas... -
Allow for active directory authentication for user single sign on
Our organization uses BBIS to administer our employee giving campaign. We would like to be able to authenticate via active directory in order to have single sign on to the users we setup in BBIS so they would not need to remember another login/pas...0 Already exists
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Add the ability to delete archived/old sites
This would allow us to delete Sites that were either created in error, or are no longer necessary to keep around. This would also help to keep the site listing under Administration > Sites & Settings cleaned up by making sure that only rele...0 Will not implement
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Have the new event registration form create the anonymous guests automatically.
We host an annual grad picnic, and families purchase tickets in multiple blocks of 10. It would speed the process up if the host does not have to create an anonymous guest to assign to a ticket option. If a name is not created and assigned, the fo...1 Will not implement