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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.Reviewed: Voting Open
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Suggestion for merge organization functionality
When using the ‘Merge Organization’ functionality in TAS to mirror a real-life acquisition or merger between two companies, BBEC automatically creates a relationship between the primary and secondary organizations once the merge is complete. The r...Reviewed: Voting Open
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Allow the Pending Credit Card Transaction Search to include all pending transactions including transactions with blank credit card types.
When using the ‘Find transaction match’ task on the view by disbursement or unmatched disbursements to search and select a transaction in CRM with a pending status of pending, the ‘Pending Credit Card Transaction Search results’ is not showing tra...Reviewed: Voting Open
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Add the ability to update opportunities in Fundraiser on the Go (FROG)
This would allow fundraisers to update their opportunities while traveling using FROG.Reviewed: Voting Open
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We would like to prevent having the hard credit donor's recognition from disappearing when using unapplied matching gift as the application.
The hard credit donor's recognition credits are being removed when using unapplied matching gift as the application. It would appear this issue does not occur for straight donations. Current documentation on how this works: Recognition credits on...Reviewed: Voting Open
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provide tools that allow customers to see hosted system resource information.
As a customer that is hosted on Azure services, it would be great to have the ability to review system resources. There have been times when we had our CRM performance crawl to a halt due to resources hitting max capacity. We were told that monito...Reviewed: Voting Open
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Create relationship end dates for a relationship on individual constituent records when household is dissolved
My organization would like relationship end dates placed on the individual records when a household is dissolved. That way we get value of tracking that these two constituents were together without having to manually enter end dates when they sepa... -
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.
