-
In the event module for a single tier event, we would like to be able to be mark via a checkbox those invitees who want to register in a mass registration update.
This would be a time-saver as we would not have to mark each one individually.0 Reviewed: Voting Open
-
Add the option to allow import of a donation revenue record to 'deceased' individuals.
Currently it requires a lot of work-around steps to bring in donations from someone who may have been erroneously marked as deceased. The preference would be that the revenue import can go through without error, and then we can create a report of ...4 Reviewed: Voting Open
-
Allow the ability to have a revenue attribute associated with a pledge not show up on the pledge payment itself
When adding a revenue attribute to a pledge, we would like for the option for that revenue attribute to not show up on the pledge payment itself (just the overall pledge). This is currently not a option.1 Reviewed: Voting Open
-
Add Merge process and/or merge configuration to the CONSTITUENTMERGEOPERATIONS table
Provide more details that caused the constituent merge. Most will be related to duplicate merges, but we have created a "merge two constituent" process for ad-hoc merges and it would be useful to identify the source merge process/configuration in ...0 Reviewed: Voting Open
-
Overhaul the UI/UX of BBCRM 4.0 to Match Raiser's Edge NXT
BBCRM continues to be dated from a UI/UX standpoint. Salesforce and other BB CRM-related products have a much more modern UI/UX. When looking to migrate external applications into BBCRM, our key stakeholders have passed because users expect a more...0
-
Add Direct Debit to the BBMS Payment Methods for CRM
Please add a direct debit option to BBMS for CRM. We would love to convert all of our payments to BBMS, but unfortunately we must support two separate payment processors because BBMS for CRM does not allow direct debit.0 Reviewed: Voting Open
-
link a seed record to a constituent record
Seed records should be linked with Constituent Records in CRM. This will be useful because organisations should not have to update a person's address in one location and again in the other.0
-
Allow confirmation emails for survey parts
Surveys should be able to send the user a confirmation email once they have completed it with copies of their answers. Even SurveyMonkey does this.0 Reviewed: Voting Open
-
RSVPs for events - ability for constituents to register themselves as having declined
Many organisations organise events to which they invite prospects. Surely there should be a way for prospects to decline an RSVP rather than only filling in an event registration form? -
Make the "Additional information" pop up resizable and its contents downloadable
This idea refers to the "Additional Information" pop up for emails that have been sent in the BBIS email gallery and how hard it is to currently view detailed information on how certain links performed. At the moment, it's not possible to resize t...