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Create a "Posted outside of BBEC" or similar PTGL status
Create a "Posted outside of BBEC" or similar status so BBEC could generate future adjustments for PTGL and reporting on transactions that were not initially posted by BBEC. Examples would include Cash Receipt gifts were the funds have already bee...0 Reviewed: Voting Open
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Rating strength or confidence of relationships
Suggested by a Prospect Research Manager within a University Advancement Office:1. Ability to apply Confidence or Strength Ratings to constituent Relationships e.g. numeric or predetermined relationship status fields; i.e. Confirmed/strong, very p...0
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Use the GUID not the name of the smart field in Query
In 2.9 you are able to change the name of a smart field but doing so would break the query. In 4.0 it was changed that you get an error when you try to change the name of the smart field which is great because then you don't break anything. Howeve...1 Reviewed: Voting Open
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Provide ability to grant access to run specific queue processes - rather than all/none
Currently don't have the granularity to grant a security role only the ability to start the queue process for specific queues. We have bundled a series of Acknowledgment processes that need to be run sequentially - would like to allow our Stewards...0
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Associate gifts to a plan (when an opportunity or planned giving record doesn't exist)
There are often times where a gift comes in before a specific solicitation is made.... the gift should be associated to the plan (to demonstrate effort in cultivation) but it shouldn't go against an opportunity or a planned giving record. A new ta...0
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Add an "expected close date" field to the opportunity tab
We have expected ask date, ask date, and response date ... but it would be nice to be able to also have the option to include an expected close date. This would help with forecasting, as we could better identify when dollars are expected to come in.0 Reviewed: Voting Open
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Do not drop "Given anonymously" indicator when constituent is changed in an BBIS batch
When a constituent is manually selected in a BBIS batch, the "given anonymously" indicator is removed from the gift. Since this anonymous indicator is at the gift level (not constituent level), the anonymous indicator should remain after the const...0 Reviewed: Voting Open
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Birthdate - Should not allow future dates to be entered
When changing a Birthdate or adding one, no one can be born in the future. We have negative age in CRM as the system does not prevent a future date when entering Birthdates. Personal Information should not be able to save if the Birthdate is in th...0
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Surveys
Right now all of the survey components are free form text. We would like to see the availability to import or create the survey within BBEC so that when the data is received back, only the responses need to be filled in.1 Reviewed: Voting Open
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Add a global change, or other bulk method, to end date prospect plan managers even on historical plans
My organization would like a way to add end dates to primary managers on historical prospect plans. We have several thousand historical prospect plans without end dates for the prospect management team (Primary manager, secondary manager). To get ...0 Reviewed: Voting Open