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Do not allow submitted R68 claims to be deleted
Whilst hiding the delete button is an option, it would be preferable if the deletion could not happen, as an accidental deletion can happen.0 Reviewed: Voting Open
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Add an "All Sites" option for interactions
We would like the ability to have an "All Sites" option for interaction on constituent records. This way an interaction could be added and viewed between different sites.1 Reviewed: Voting Open
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Allow for Multiple Tributes on the BBIS Donation Form
My organization would like the Donation Form to allow a donor to add more than one tribute on the transaction.0 Reviewed: Voting Open
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Add an indicator in batch when a tribute has been attached to a gift or allow tribute to be added within batch
We add quite a bit of tributes to our gifts. Having to set up the tribute on another tab wastes a lot of time and when double checking all tributes have been attached, we have to seperately click on each line then clicking on the Revenue tab then ...0 Reviewed: Voting Open
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Allow for multiselect in Event Invitations
Event invitation lists are vetted heavily by fundraisers and change frequently. If you upload an initial invitation list of 200 and it is whittled down to 50 for the final send, you have to remove invitees one by one (or just start over). If you c...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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Modify the error message encountered when attempting to rename recognition programs
Currently, if a recognition program's name is being used in ad-hoc query, users are unable to rename the program. The following error appears: "Data could not be saved. Cannot modify the name value. The generated query is used by an ad hoc query a...0 Reviewed: Voting Open
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Add the ability to delete 'Completed' Prospect research requests
Once in Completed status, there isn't a way to delete Prospect Research requests. This may be useful in the event that an organization would like to remove a historical (non-active) Prospect Researcher from appearing in the Prospect Research drop ...0 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...