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Add Recurring Gift Activity Query to Revenue node
To allow add fields like Activity in ad-hoc query it's required to add this query view.4 Reviewed: Need Further Info
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Add ability in ad-hoc query to select by when direct debit payment details updated
We need (under our banking regulations) to send a copy of our terms and conditions to any supporter who updates their direct debit payment details, yet there does not seem to be a way to query such details to allow us to schedule a thank you email...1 Reviewed: Voting Open
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Ability to add additional "channels" for Marketing efforts
We are beginning to use texting more and more to commuicate with our alumni, especially our younger alumni populations. The only options currently are mail, email, phone or multi-channel.0 Reviewed: Voting Open
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Increase Filtering Critera Options for Data Lists
I would like to be able to use "Contains" and "One Of" as filtering criteria for Data List text fields as I do now for Ad Hoc Queries. We share queries with other members of the organization by making Pages containing Data Lists. The extremely lim...3 Reviewed: Voting Open
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Utilize the SQLServer Integration Services Catalog to host SSIS Packages instead of the file system.
We utilize a clustered SQL Server setup at the foundation which requires that any package changes be propagated to two separate locations on the file system. In addition we have a separate financial data warehouse where we use SSIS packages that a...1 Reviewed: Voting Open
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Use Standard Date Criteria for the Task Reminder Apply Date Criteria screen
With the frequency for Task due dates, there is a need for using the Standard Date Criteria that is available in other date criteria queries.1
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Merge fields are not accessible when viewing email in browser
When viewing any message from BBIS\NetCommunity that uses merge fields and clicking on the link to "view in the browser" the merge fields on the temporary webpage are blank.2 Reviewed: Voting Open
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Add the ability to exclude confidential addresses and phone numbers
In BBIS, it would be beneficial to have the option to exclude phones and addresses marked in BBCRM as confidential. There may be instances where the organization may not want the value shown in BBIS. -
Add the option to turn on/off the automatic use of the primary phone number if the constituent doesn't have a 'Home' phone number on their CRM record.
If the Home phone merge field is placed onto the profile display form in BBIS and the constituent doesn't have a home phone linked to CRM, then the profile display will display the primary phone number. This is applicable to the Home phone number ... -
Add the ability to setup an acknowledgement email after saving the preferences on the communication preference form
Currently, there isn't a way to do this, but it would be useful to add this functionality in case the organization would like to also send a confirmation email to the subscriber's email immediately after they have subscribed.