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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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Add the ability to Address Acceleration/Validation to bring in State house district or State senate district information
It appears that Address Acceleration/Validation brings in Congressional District information but not State house district or State senate district information.0 Reviewed: Voting Open
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Point to Point Encryption for the Advance Donation form
Clients have asked for BBIS to have P2PE available in BBIS so they can create a donation page for calling efforts without having to create users within CRM.0 Reviewed: Voting Open
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Add a feature for volunteer check-in's
Functionality to support the volunteer check in0 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 payment subtype to the Enhanced Revenue Batch Control report
we utilize the "other" payment type quite often and to be able to see the other subtype on the batch control report will benefit the finance team.0 Reviewed: Voting Open
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Creation of a household account and 2 associated individual from an enhanced revenue batch
Currently it is not possible to create a household account and two associated individual accounts with a gift in a revenue or enhanced revenue batch. This would help streamline the process and save creating a Constituent Update Batch after the fact.1 Reviewed: Voting Open
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Ability for BBIS to de-duplicate email addresses that appear on the same list by Message
It's great that we have the ability to set a policy to de-duplicate email addresses for lists (https://bbcrm.ideas.aha.io/ideas/CRM-I-2086). However, there are times that we need to be able to send multiple emails when they are shared by members o...0 Reviewed: Voting Open
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Allow Designation name to be donation form specific
Designation name is drawn from Public Name on the Designation record in BBCRM. It would be extremely helpful if this could be overridden on a specific donation form. For example, we will have scenarios where a designation name needs to be updated ... -
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