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Add Recurring Gift Total Paid field to the revenue query view
In an ad-hoc revenue query in CRM, I would like to include the total amount paid on a recurring gift (Total Paid field which is displayed on the transaction), however it is not available in query builder.1 Reviewed: Need Further Info
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Create audit trail for updates to the BBIS Account Email Address on CRM Online tab
We need to be able to see who made updates to this email and when for GDPR purposes0 Reviewed: Voting Open
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Add CHANGEAGENT to the SCHEDULE table or create a SCHEDULE Audit table
My organization is having issues where our Email schedules are getting disabled. The stored procedure that runs when someone disables the Email schedules has the CHANGEAGENT, but that value isn't being passed to the SCHEDULE table, because it does...2 Reviewed: Voting Open
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Add functionality to credit card installments that would allow for an open dated remaining balance
Functionality that would allow users to set-up credit card installments for a constituent and then leave the remaining balance. For example, John Doe gives a pledge of $1000 and tells the organization he would like to charge his card $100 from J...0 Reviewed: Voting Open
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Add more revenue filter options/fields to the Recognition Credits node in a constituent export definition
My organization has a good many donors who give through a donor advised fund and family foundations. As a result, we need to use the recognition credit fields to see what recognition credit they have as opposed to direct revenue given from their c... -
Add the ability to add constituent specific IDs, such as Prospect Research Request IDs, to the Add Notification form
My organization uses notifications to indicate that a constituent has a Prospect Research Request open. We usually just have 1 constituent per research request, which means that adding a new constituent notification for each individual prospect re...1
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For hosted clients, allow the SQL created in Analysis/Query to be edited.
The Preview results screen in a query allows you to click a button and see the SQL for the query. If we could edit the SQL it would give us more access to our data and eliminate the need to send some scripts to support to be run.1 Reviewed: Voting Open
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Allow the selection for which BBIS site the emails sent from CRM are sent from.
We have multiple sites in CRM and BBIS for each foundation. We need the ability for the email being sent using Marketing and Communications in CRM to be sent through a specific site in BBIS so that the end users can access the email reports specif...0
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Ability to subscribe a constituent to a newsletter in CRM
We would love the ability to subscribe a constituent to a newsletter in CRM.1 Reviewed: Voting Open
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Allow ability to add solicit codes with the same date - i.e. remove no overlapping solicit codes error
We often have supporters who interact with us in multiple different ways on the same date but might choose different consent options on each occasion but we can only add one of those consents currently and requires an outside BBCRM process to deci...1 Will not implement