-
Suggestion for merge organization functionality
When using the ‘Merge Organization’ functionality in TAS to mirror a real-life acquisition or merger between two companies, BBEC automatically creates a relationship between the primary and secondary organizations once the merge is complete. The r...0 Reviewed: Voting Open
-
add the ability to query on the date of a recurring gift adjustment in a revenue query
It is possible to get to the date via the Recurring Gift Revenue Function History section with query but there is no way within that section to output the activity type (that you see on a record) so it is impossible to match up which date goes wit...0 Reviewed: Voting Open
-
Add Constituent Demographic fields to the Profile Update Form
Our organization utilizes the Demographics fields (found on a constituent record under the Personal Information\Personal tab > Demographics section) and would like our end-users to be able to populate this information via a Profile Update Form ...0 Reviewed: Voting Open
-
Create a simple way to replace special characters
Sometimes special characters such as umlauts are included in constituent names and addresses. These characters cause issues in various reports and processes. The idea is to create a simple way to find and replace these characters in CRM.0 Reviewed: Voting Open
-
Consolidate Acknowledgments into one letter.
When processing acknowledgment letters it would be helpful if all of the unacknowledged revenue for a single constituent is consolidated into one letter. Currently CRM prints out a letter for each unacknowledged revenue.0 Reviewed: Voting Open
-
Ensure that donors are charged the amount that matches their transaction amount
We have recently discovered that it is possible for a BBIS donation (using Payment 2.0) to be charged one amount, with a different amount being downloaded into batch. While we cannot yet reproduce this issue, we have seen this happen with a recent...0 Reviewed: Voting Open
-
Add description field to attribute categories
No description provided0 Reviewed: Voting Open
-
Add the ability to Address Acceleration/Validation to bring in State house district or State senate district information
It appears that Address Acceleration/Validation brings in Congressional District information but not State house district or State senate district information.0 Reviewed: Voting Open
-
Add an email notification option to alert organization employees that an Event registration is at capacity prior to the event registration batch being committed
My organization would like to have a BBIS email notification to alert recipients when an event is at capacity as soon as the last registration transaction is submitted through BBIS. This would allow our staff to remove the event from the form, as ...0 Reviewed: Voting Open
-
Schedule event on the BBIS form - now you need to delete an full or already existed event from the form
If you have added multiple events on a BBIS event form, the events are still shown on the form, even if they are full or the date has passed. We would like to be able to schedule the event to show on the form until a specific date or until the eve...0 Reviewed: Voting Open