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Dedupe Acquisition Lists against the database
It would be nice if there was an option when importing an acquisition list for it to dedupe against your constituent database. That way hospitals could use this to import the patients for their grateful patient programs. The dedupe would keep them...0 Reviewed: Voting Open
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Use global change to add system-defined constituencies to records
Currently, there is a global change to add user-defined constituencies to records. However, there is no option to globally add system-defined constituencies, such as Volunteer. We'd like to be able to globally add these constituencies in Administr...1 Reviewed: Voting Open
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Automatically update projected totals when rejections are removed from a new credit card batch created by a credit card processing process
When we use a 'Credit card processing' process to process the credit card payments using the 'Existing batch' option, the projected totals are updated when rejections are removed from the batch. However, when we use the same process with the 'New ...0 Reviewed: Voting Open
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Apply tokenized credit card to a new payment item
Permit the application of a a saved tokenized credit card to a new pledge/gift in CRM (not a recurring gift that is set up for recurring payment). Something like this Saving cards (stripe.com). Huge pain point with donors who can't understand why ...0 Reviewed: Voting Open
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add key-based authentication to the SFTP server
Due to the 60-day password expiry on SFTP accounts, we have to update out integration scripts multiple times a year. The CRM support team has to refresh the password, then log a request to our integration team, which slows implementation and consu...1 Reviewed: Voting Open
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Allow BBIS registrants to add an event to their Outlook calendar/ create /ics file
This idea already exists in the Luminate idea bank and I think it should be in the BBIS/BBNC idea bank as well so I am re-posting it here. "It would be great to have a feature that allows people to add the event that they signed up for to their ca...6 Reviewed: Voting Open
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Run as another user for FROG
Before going live with FROG, we had a hard time testing because we didn't have a Run as feature to test what some users may experience as we tested across different mobile devices. We think this would be a good feature to your client base as we al...4 Reviewed: Voting Open
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Web Transaction Download process should convert timestamps from BBIS to CRM's configured time zone.
BBIS and CRM both have timezone configurations. BBIS is storing all transaction dates in UTC Time. CRM does not. When transactions are downloaded form BBIS, some transactions get the wrong gift date. For example, if our server is in Eastern daylig...0 Reviewed: Voting Open
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Create separate merge fields in BBIS to handle recurring gift acknowledgments
The current merge fields, specifically the grid, only make sense for one off donations. It would be great if we could get an additional merge filed for recurring gift payments.1 Reviewed: Voting Open
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Create an ad-hoc query view for BBIS emails
Within ad-hoc query, from the constituent view, you can find the "Community Emails Received" node, which displays information about the emails, but from the constituent view. We would like to be able to view emails sent from BBIS from a top-level ...