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Email Messages: add a "Send After Date" data column to the Email Messages grid
Currently in the BBIS email messages grid, the only date column we have is "date sent" which is the timestamp of when the email was scheduled, but a lot of our users interpret as the timestamp of when the email is going out. Would be helpful to ha...1 Reviewed: Voting Open
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Add Address Type to the available fields in the REST API for addresses.
Currently the REST API does not allow developers to pass in a value for Address Type in the address collection fields. This would be helpful for when our donors wish to differentiate between their home address and other address types for online gi...0 Reviewed: Voting Open
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Include more Opportunity Designation fields in the BBDW
As the BBDW is increasingly used in the CRM application, we would like additional tables and fields added to it. Currently, the only two Opportunity Designation fields available in the data warehouse are the name and amount. We would like to have ...0 Reviewed: Voting Open
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The ability to view more than one education record on a constituent record at one time.
Currently in CRM, a user is only able to view one education record at time by clicking the expansion arrows. Is it possible to allow more than one education record at a time to be expanded? Often times while cleaning up data, or verifying merged ...0 Will not implement
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add a way to track the date an opportunity is expected to be realized
Animals Asia uses opportunities on their Planned Gifts. They would like the ability to track the date an opportunity is likely to be realized. The Response date field is calculated automatically when the Revenue is created. They already use this f...2
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Create a business process to permanently delete deleted BBIS Lists from db tables
There is a business process that deletes emails from corresponding db tables, but nothing for BBIS Lists0 Reviewed: Voting Open
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Add the ability to use the "Receipt Grid" merge field in the "Transaction - Donation Notification" type.
When creating a Staff Notification for Donation Transactions, there are a number of merge fields that are available. In a Donation form that is used to trigger the notification, there is an additional merge field named "Receipt Grid." We'd like to...0 Reviewed: Voting Open
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Batch Pagination - Items per page
Due to Pagination it would be helpful to have the ability to increase the items per page in a batch like you can on data lists.0
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allow users to add a new channel when they're working in a communication template
Currently, when adding a communcation template, the channels are hard-wired in. We would like to be able to add additional entries.2 Reviewed: Voting Open
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Generate new GL distributions for changes to a revenue field that drives/calculates a GL segment mapping
When "Appeal" or "Inbound Channel" are used to drive/calculate a specific GL Segment mapping, any adjustments (via ad hoc form or revenue update batch) to these fields on a revenue transaction should produce new GL distributions. But BCRM fails to...0