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Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ...1 Reviewed: Voting Open
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Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status5 Reviewed: Voting Open
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Add the ability to inactivate Acknowledgement Processes.
Instead of having to delete Acknowledgement Processes it would be helpful if we could set them to an inactive state.0 Reviewed: Voting Open
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Show commitment past-due amounts in batch so overpayment can be more efficiently applied
Let's create this scenario: A donor has two commitments. Both have monthly installment amounts of $5 and one is one month past-due. To catch-up on payments for both commitments, the donor makes a payment of $15; $10 to be applied to the past-due c...5 Reviewed: Voting Open
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If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...2 Reviewed: Voting Open
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Remove the requirement for Appeal when creating an email message
When creating a new Email message, the field for Appeal is required. Some organizations do not wish to use Appeals, and likewise would like to not be forced to set one when creating a new message.1 Reviewed: Voting Open
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Clear/remove results from Recognition Programs
Give the ability to clear/remove results of a recognition Program on all records that have that recognition program. If was run there is no way to clear the results if the organization wanted to change or decided not to implement that program the ...3 Reviewed: Voting Open
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Show which query an export process was tied to (at the time it was run) on the History tab
Currently, on an Export's history tab the system shows status, dates, number of records processed etc, with the option to download the output that corresponds to each particular run of the process. Because different queries can be used each time t...0 Reviewed: Voting Open
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allow users to remove a finder number from a posted payment.
Once a finder number is saved to a payment there isn't a way to remove it. You can change the constituent, but the finder number stays the same. You can try in batch, but finder number isn't editable in a revenue update batch. We need to change th...6 Reviewed: Voting Open
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Allow attachments to be sent with BBIS emails
Please allow us to add an attachment to a BBIS email template. One particular use case is for our scheduled welcome emails to include a PDF attachment of our terms and conditions, which we are legally required to send new regular givers. We are no...5 Reviewed: Voting Open