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Add the ability to write off Event Registration balances
Donors often underpay for Event Registrations and there is not currently a way to write off the balance.0 Reviewed: Voting Open
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be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?1 Reviewed: Voting Open
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allow for adding designations to events after registrations have been added to records
Once an Event has registrants, you're unable to check 'allows designations on fees' which means you can't attach a designation to the revenue record0 Reviewed: Voting Open
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Consolidate Acknowledgments into one letter.
When processing acknowledgment letters it would be helpful if all of the unacknowledged revenue for a single constituent is consolidated into one letter. Currently CRM prints out a letter for each unacknowledged revenue.0 Reviewed: Voting Open
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Create a business process to permanently delete deleted BBIS Lists from db tables
There is a business process that deletes emails from corresponding db tables, but nothing for BBIS Lists0 Reviewed: Voting Open
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Create a new Batch template for Educational Involvement import
We would like to use Batch to import Educational Involvements.0 Reviewed: Voting Open
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Add the ability for users to see a timestamp of a record being added to a CRM enhanced revenue batch
Our CRM database is CST and BBMS is EST. When credit cards are charged between 11:00PM and 12:00AM CST, the date in BBMS is different than the GL post date in CRM and this complicates our reconciliation, especially during busy times. If the time o...0 Reviewed: Voting Open
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Ensure that donors are charged the amount that matches their transaction amount
We have recently discovered that it is possible for a BBIS donation (using Payment 2.0) to be charged one amount, with a different amount being downloaded into batch. While we cannot yet reproduce this issue, we have seen this happen with a recent...0 Reviewed: Voting Open
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have a date range filter on each tab in my fundraiser page
Each user/manager works a bit differently and having the ability to see the my fundraiser tabs such as "Completed Steps", "Pending Steps", "Planned Steps" using a date range specific to the need is much more user friendly than just past 7 days or ...0 Reviewed: Voting Open
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Exclude designations/campaigns from Smart Fields
You can specify designations/campaigns to be included in Smart Fields. We would like the option to specify designations/campaigns to be excluded based on the same rationale, that we may not want to include all funds in the Smart Field calculation.0 Reviewed: Voting Open