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Allow concurrent DM Calculate Counts and Activations
We need to be able to run concurrent Calcuate Counts and Activations on Marketing Efforts. We have 4 staff members that work in DM all day and it is challenging and inefficient to have to coordinate who does what when. Currently, if a second user ...2 Shipped
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fix currency exchange error on the pledge payment
When an adjustment is made to a CAD pledge that has a USD payment already attached to it, the payment amount gets changed to the USD payment amount multiplied by the exchange rate. The payment is still in USD.1 Shipped
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Change the language on the SP11 Event Form
Apply to all registrants: Is there a way to change the language so it’s clear this will fill in last name for all registrants? Same for “same as above.” I think it would make more sense if it looked like this: Last Name (click to apply to all reg...2 Shipped
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Add two-factor authentication for BBIS
To add better security for BBIS, it would be good to have the option to setup for two-factor authentication.2 Shipped
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Allow for attributes to be added and updated through import
Constituent Attributes cannot be added or updated via import. This is missing functionality from Raiser's Edge.1 Shipped
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Confirming user email addresses
On BBIS forms we would like the ability to be able to ask alumni to confirm their email address - i.e. asking for email twice, so as to check it is spelt correctly, on forms such as registering for an account and making payments etc.0 Shipped
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Make edit installment window larger
The edit installment window needs to be more usable. Editing only 3 or for installments at a time is very time consuming and many times we make mistakes. We have many pledges with more than 50 installments and we need an easier way to do this.0 Shipped
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To be able to create a new financial account when importing revneue
When adding revenue with a Payment Method of Direct Debit through import, you get an exception if the constituent does not have an account set up yet. The user will have to manually add the account in batch. It would be great if the add account fi...0 Shipped
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Allow import of institution official ID in the constituent update batch solely for use in matching the constituent, not for update.
Most organizations have a pre-existing official ID that is used organization wide that can’t be changed, but that could be very useful in matching the constituent in a Constituent Update Batch. Creating some way to specify that an imported field i...0 Shipped
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Add better capacity logic for BBIS Event Registration
Currently when registration is full for an event, we have to monitor that and remove the event from BBIS. We would like BBIS to find the capacity from BCRM and when registration is full, display a message and no longer accept registrations.3 Shipped