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Enhanced Revenue Batch - Allow customer specific errors
We need a way to add our own specific business rules to the Enhanced Revenue batch entry. Currently, we have our business rules coded as 'errors' on our custom Gift Batch Proof list. However, we would much prefer to have our business rule violatio...1 Reviewed: Voting Open
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Adding an end date updates the shared business address
When we put an end date on someone's relationship, the contact information that relates to that business stays on their record. For example, when you pull the relationship over, the business address usually autopopulates as one of the constituent'...1 Reviewed: Voting Open
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The ability to add Organisations to Research Groups in addition to Individual
A number of fundraisers are unaware that Organisations are not populated into the Research Group from their selections - Need to be able to add in Organisations where it is the Organisation and not the Primary Contact at that Organisation specific...0 Reviewed: Voting Open
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add the ability to sort batches
Currently there is no way to sort a batch and batches do not keep the sorting options picked within Query. There are many reasons sorting a batch would be extremely useful. Please give this a vote if you agree, Thank you.1 Reviewed: Voting Open
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Add Subject line personalisation to Marketing Effort emails
Recent SP updates to BBIS has enabled the ability to add personalisation to the subject line in new templates. Many customers also utilise the email send function from Marketing effort packages and require the personalisation feature to also be av...1 Reviewed: Voting Open
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Add planned gift additions to revenue on $0 planned gifts
If we don't know the amount of a planned gift we add it as $0 and do not add it to revenue. When the payments are received, we add an addition for the amount of the gift. In order to add the addition to revenue so we can apply the payment, we have...0 Reviewed: Voting Open
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Ability to query Status Date Change for Recurring Gifts
In order to create correspondence to Constituents based off a change to their Recurring Gift, it would be good to be able to query the REVENUESCHEDULE table - in particular the change date, in a revenue query.5 Reviewed: Voting Open
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Allow multiple contact types on a relationship record
In many companies, one person would have multiple contact types. Using a primary doesn't really meet the need either. In large companies we would have a primary, often the funding contact. But then that person might also be a contact for the bowli...3 Reviewed: Voting Open
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Create a separate table for primary email and primary phone, similar to primary address
Address(Primary) being it's own table allows you to export that information in query outputs, but Email Addresses and Phone Numbers are all stored in one table, so if you want to export the primary email and/or primary phone without getting duplic...3 Reviewed: Voting Open
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alert users that a scheduled job exists when deleting a queue
when a user deletes a queue with a scheduled job the job becomes orphaned. There is no prompt when deleting the queue to advise of the existance of the job. The job has to be deleted from administration > buisness processes > scheduled jobs ...0 Reviewed: Voting Open