-
Allow for interaction attributes to be added to the Add StepForm.
Currently there is not a way add an Interaction Attribute to a step using an Attribute Form Extensions. This functionality exists for adding an interaction itself but not for a step even though a step is considered an interaction.2 Reviewed: Voting Open
-
create functionality to render constituent photos in query results and other parts of the program
We want get a list of all prospects with their pictures without having to write a customization. A constituent query allows you to output the photo, but it's just a varbinary string of characters and not the photo. We would like the ability to ren...1 Reviewed: Voting Open
-
Ability to add suppression file for email
It would be nice to be able to upload a .csv file of email addresses to create a suppression list for BBIS. We would like to move over from other email systems and have people that have opt-ed out of emails but we do not have any information other...2 Reviewed: Voting Open
-
Pending Activity- Add City and State columns
Adding these columns would help our Development and Prospect Staff with managing activity based upon where travel is planned. Until we do our own data list to correct this, our teams are adding the name of the city or state to the objective so the...1 Reviewed: Voting Open
-
Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...0 Reviewed: Voting Open
-
Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
-
Add ability to pull in Constituent merge fields (like first name, email address) in the Communication Preferences Forms
It would be great if we could pull in Constituent Merge Fields into the Communication Preferences Forms. Too often, someone (even staff) will forward an email, and either that individual or another person it is forwarded to will click on the opt-o...0 Reviewed: Voting Open
-
Add ability to make Gift Fees General Ledger specific
If the organization has more than one General Ledger in use, and GL mapping is turned on for Gift Fees on one GL and activated under Revenue. This causes an error in batches with the other GL because there is not a Gift Fee mapping in that GL. It ...0 Reviewed: Voting Open
-
Manage Correspondence: add column filters to both "Correspondence List" and "Correspondence Codes" tabs
For the Manage Correspondence screen: add column filters to both "Correspondence List" and "Correspondence Codes" tabs, just like you have for Information Library. We have enough correspondence processes and codes to make such filtering very helpful.0 Reviewed: Voting Open
-
create a process to assign a step to multiple existing prospect plans
We are requesting a process to assign a step in bulk to multiple plans owned by different prospect managers. For example, 'follow-up with prospect after an event."