-
Add confidential indicator to the email addresses
In 2.8 the confidential indicator was added to address and phone which is displayed in the data list and top of the screen. However, we also need to be able to do this with the email addresses and when we query we need to be able to exclude them a...4 Shipped
-
Allow creation of custom forms (contact forms).
It would be nice to be able to create custom forms that can be used as a contact for or similar where it sends an email to a specific person with the information.3 Shipped
-
Would like the ability to link the solicitor to the opportunity
Would like the ability to link the solicitor to the opportunity0 Shipped
-
Add source data translation tables to the Import function
Currently, if you import data from an external source system into BCRM any imported code table values in the source file must match the permitted values in BCRM. This creates a problem when importing data from external source systems that use diff...0 Shipped
-
In BBIS allow Event registrants to choose unknown guest
Right now in BBIS Events for guests only have 2 options for a guest. the Logged in user ( Myself), or New individual. What about adding unknown Guest, "Guest of Registrant". Not everyone knows who will be attending an event with them especially wh...1 Shipped
-
Make Infinity SDK compatible with Visual Studio 2019
Visual Studio 2019 was released to the public on April 2, 2019. However, the Infinity SDK is not currently compatible with it. It works with 2013 and 2015.0 Shipped
-
Add Email Primary and Phones Primary Nodes to Query
We often want to include the Primary Email and Primary Phone in our Query results. However, if we filter to get these in Query, we get only people with a Primary Email/Phones.2 Shipped
-
Have the ability to add comments on and email address in a Constituent Batch
When adding or editing an email address on the constituent record, the is an option to choose an Information source and add Comments. This is not available in a Constituent Batch.5 Shipped
-
Allow search option in Shell Design - Tasks, Pages, User-defined Data Lists etc.
It is a pain in the neck trying to find existing items amongst many pages when there is no search function. For example, we have 29 pages of Pages. The only option we presently have is to export to Excel, search, then guess how many pages in the p...2 Shipped
-
Add campaign support to BBIS event registrations
Florida State University wants to have the BBIS event registration batch be able to capture and modify the campaign field. Currently, this information has to be added manually after the batch is committed which can be very time consuming for each ...
1
Shipped