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Display incoming lookupid on the duplicate resolution form.
When importing records with lookupids, it would be very helpful to see if the possible duplicate record lookupid matches the incoming lookupid0 Reviewed: Voting Open
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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...0 Reviewed: Voting Open
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Populate Designation Links for Non-Revenue Purposes in the Fundraising Hierarchy List
Currently links only populate for purposes that directly accept revenue via designation. If a non-revenue purpose is added to the hierarchy, a link is not generated in the designation field. This can make navigating a purpose and designation hiera...0 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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Update Aspose to allow more Mail Merge functionality
My organization has SkipIfs in our Word Merge files which currently do not work when processed by CRM. This is because CRM uses an older version of Aspose in which the SkipIfs are not supported. Aspose added this functionality in a release on 8/20...0
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Add a Source Code Search task to the Marketing and Communications area
So we can easily look up a Source Code. It could just be an interface to the 'Source Code Search' Search List.0 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.0 Already exists
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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. -
Allow Custom email alert to send the entire results of the datalist when an alert is trigerred. Currently, only the results that were added since the last time the email alert was sent will be delivered.
No description provided0 Reviewed: Voting Open