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change the way names are displayed in Favorites if the name is edited on the constituent's page
Currently, if a user saves a constituent as a favorite that name shows on the Home Page under Favorites as the name displayed at the time of the 'save'. However, the name in the Favorites does not change if an edit is made to the constituent's nam...Reviewed: Voting Open
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Email committee members
Would like an easy way (one-button) to email the active members of a committee and record communication/interaction on all their records - don't want to have to make a selection for every committee we have. Want to click button and have committee ...Will not implement
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Allow us to update only the end date on a global change for a non-user defined constituency
We need to be able to update records with the same end date even though they may have different start dates. -
Times on the BBIS event calendar
For the event calendar in BBIS we would like the start/end times to be non mandatory fields. When adding events to the calendar we don't always know the times and therfore inaccurate information can be displayed if we are forced to add these fields.Planned
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If you visit a URL ending in “.html” which doesn’t actually go to a BBIS page
If you visit a URL ending in “.html” which doesn’t actually go to a BBIS page (for example www.giving.ox.ac.uk/bob.html ) you are presented with a completely blank screen (whereas www.giving.ox.ac.uk/bob will redirect you to the site’s homepage). ...Will not implement
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Enable BBIS website visitors to upload personal attachments (e.g. CVs)
It would be useful to have the capability within BBIS for a logged-in individual visiting a website to be able to upload an attachment – the classic example being a CV/resume – to your institution, which automatically pulls through to the BBCRM Do...Will not implement
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Have the ability to append constituent data through append batch
The Constituent Update Batch writes over the current data. An append batch could add to the data that exists. Example Interests may have several fields completed based on a certain time. Append interests with new information. -
Add CRM Lookup ID to BBIS User page for quick link to a CRM Constituent
In order to ensure the BBIS system admin users are correctly matched to a CRM Constituent record (especially if they were setup in the back in of BBIS and did not self register), there should be a CRM Lookup-ID field in BBIS which can be manually ...Will not implement
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Enable site security on all KPIs
Currently, only certain KPIs have a Sites tab that allows us to filter results by a specific site. We'd like this to be available for all KPIs, and we'd also like to be able to be able to restrict who can see certain KPIs by site. -
Ability to globablly add/edit/delete start and edit dates on members of groups
I am working with Arthritis Foundation and they would like the ability to add/change/delete the Start Date and End Date on a group of members in a group record. Currently this would have to be done manually and it could take a lot time. This is es...Will not implement
