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Ability to add email addresss or phone number to BBIS Email Notification
When confirming the CRM ID # within CRM -- only having the donor's address sometimes is not enough information. Another identifier would be helpful. All those that enter gifts would benefit from this extra bit of processing information.0 Reviewed: Voting Open
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Allow fundraisers to have more than one position in Organizational Hierarchy
Currently, fundraisers can only be assigned one position in the Organizational Hierarchy. Some fundraisers may have more than one role in the organization with different sets of direct reports.0 Reviewed: Voting Open
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add a feature permission to grant or deny permission to refund a credit card when saving a payment adjustment
I’m looking to lock down the ability to refund card on save and there doesn't seem to be a specific feature permission on this. If the user has rights to the Edit form they will be able to mark or unmark the box.0 Reviewed: Voting Open
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Matching Gift Claims should automatically inherit the Matched Revenue's Appeal Information
At present, if matched revenue is added with an appeal in an Enhanced Revenue Batch and the matching gift claim is added in the Matching Gifts window of that batch, when the batch is committed and the revenue records are created, the matching gift...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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Have the ability to have individuals and org records included in one research request
Currently when you create a prospect research request it can only handle all individuals or all organizations.0 Reviewed: Voting Open
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Matching Gift Payments: Pull in appeal and designation
When a gift is entered and a matching gift claim is auto-generated, the claim appears in the application drop-down when you go to apply a payment against it (great!) but the appeal and the designation do not pull in. That requires the data entry p...0 Reviewed: Voting Open
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Add the ability to create BBIS System Administrator users with a password that does not expire
When building customizations, we may need to create a BBIS user account that will be used by it. Currently there is not an option to have an account created to use a password that does not expire. If this option were available, it would be easier ...0 Reviewed: Voting Open
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add the option to block the ability to add prospect plans for prospect managers with end dates
Please add the option to block the ability to add prospect plans for prospect managers with end dates.0 Reviewed: Voting Open
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Archiving constituent appeals - Any roadmap for this?
This table has over 1b rows on it. This causes performance, space, and other issues in the application. We would like to explore archiving some data and then having a tab available to view this data. Any ideas, comments, suggestions are welcome.1 Reviewed: Voting Open