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make the ability to be able to bulk-register invitees from an invite list on an Event.
It would be nice to be able to select IDs from the invite list you want to register and then be able to select them and then register. Much like you can update event attendance in bulk.0 Reviewed: Voting Open
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Request the BBMS Transaction ID When Receiving Results into BBCRM
When the results of a BBCRM credit card transaction are received from BBMS, it would be useful for reconciliation and querying if we could get the BBMS transaction ID in addition to the current info. The trans ID is unique to the credit card trans...0 Reviewed: Voting Open
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The ability to link a prospect plan step to an event
While we can easily tag a general interaction to a specific event via the event field, there is no event field on the prospect plan step form.0 Reviewed: Voting Open
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Add a Recurring Gift Cancellation process - similar to Sponsorship cancellation, where a reason must be provided
Please add a cancellation process to recurring gift records, so when a constituent wants to cancel their recurring gift a reason why must be entered. This should be similar to the Sponsorship cancellation process. At present we can only change th...2 Already exists
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Include Name Format Options in Correspondences
Name Format Options should be available for Correspondences just as they are for Marketing Efforts. I have to do so much clean-up on correspondence exports to make the Addressee and Salutations for Households.0 Reviewed: Voting Open
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Option to hide Smart field if Constituent doesn't meet criteria
We have many smart fields that only apply to subsets of constituents but since each appears for every consittuent, the Smart field tab is very long and practically unusable. It would be wonderful to have an option on each smart field to only displ...2 Reviewed: Voting Open
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Allow searching on feature permissions
As a CRM System Admin, I would like to be able to search over feature permissions (from the Assign Feature permissions window) so I can easily find the permissions for a particular topic or area. For example, I would like to be able to search on I... -
add start date on new moved address when using AddressFinder process
while it nicely end dates the previous address for someone, it does not add a start date, just puts effective move date in the details section of the address. We use start date so we know when we internally changed an address. Please add option to...0 Reviewed: Voting Open
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Allow users the ability to change the owner of a query in bulk.
Some clients may have a couple of employees who have changed jobs. These prior employees may own many queries. It would be helpful if you could change the ownership of those queries to someone else. Ideally, we would need a bulk way to change owne...3 Reviewed: Voting Open
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BBDM Email not Using Ribbon Interface
The BBDM email editor does not use the Ribbon Interface which was promoted as a change to all HTML content editors utilising BBIS.0 Reviewed: Voting Open