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Add ability to process event registrations for additional guests entered on BBIS Online Form even when the registrant is already registered for the event.
If someone has already registered for an event and comes back to the online form to add a new guest, there is no way to add this guest to an existing registration from within batch. It will always except out, which requires manual processing for t...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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Change how Revenue KPIs are being calculated
currently, the KPI revenue calculates total based on the revenue amount. Even if a query is created and application revenue is utilized, the default for the KPI revenue is still the revenue amount and not the application amount. By using the defau...0 Reviewed: Voting Open
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Prospect Tile needs Option to Include Prospect Plan Participants
Prospect Plan Participants can go by unnoticed if the CRM user is used to depending on the Prospect tile to notify them of an overview of a Prospect Plan. Can you find a way designate Prospect Plan Participants using the Prospect tile?1 Reviewed: Voting Open
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allow DIY forms to allow more phone number types to be added from the system defined fields.
Currently if you want your form to populate more phone numbers you would have to create UDFs, these UDFs would be different from the system defined fields and therefore you could have duplicate information or confusion on where to find phone numbers.0 Reviewed: Voting Open
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Custom RSS Feed Templates for Event Calendar
Currently when publishing BBIS Calendar Events for RSS you get forced to use one very inefficient and highly unusable RSS template. For example the Date, Time and Time zone are all smashed into 1 tag which makes is useless when attempting to displ...0 Reviewed: Voting Open
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Add the ability to query on the 'Status' filter on the Direct Marketing Efforts page
This would make the process of reviewing the status of all marketing efforts easy and straightforward within DARS rather than having to export the list and manually filter the results.0 Reviewed: Voting Open
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Add more deceased fields to constituent update batches
When I get a file of deceased donors from a mail house, I need to be able to globally mark them as deceased. I see that I can import them to a constituent update batch, but that only the "is deceased" and the "deceased date" fields are available. ...0 Reviewed: Voting Open
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Add functionality to control visibility of Web Dashboard folders
My organization would like to permission out accessibility to Web Dashboard folders and pages. We can control access to pages but folder permissions do not include view options meaning that every user can see that folders exist and open them.1 Reviewed: Voting Open
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New Event Registration form should provide an alert if the user does not add the email field - this prevents the Acknowledgement email from sending.
When using the new event registration form, users have the ability to exclude email when registering for an event. If you chose to exclude the email field the Acknowledgement email does not send. It would be helpful if users are provided an alert ...0 Reviewed: Voting Open