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Allow the Waive Registration Fee checkbox to be Hidden when adding event registrations
Currently, when you hide the Waive Registration Fee option on the Registrant Unified Add Form, the Waive Registration Fee checkbox still appears visible when you add new event registrations. Please change the form so that we can hide it to prevent...Reviewed: Voting Open
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Allow for Multiple Tributes on the BBIS Donation Form
My organization would like the Donation Form to allow a donor to add more than one tribute on the transaction. -
Benefit calculations on Events
When a partial payment is made on an event registration and then paying it off, the benefit is not carrying over to the benefits tab thus affecting the General Ledger distribution. When full payment is made, the benefit is added.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.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.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. -
Add more batch information fields like Batch committed date to Revenue Ad-hoc query
My organization would like to be able to use more batch fields in our revenue ad-hoc queries. Specifically, we would like to have the batch committed date available but there are certainly others that would be more than welcome too. -
Add the ability to link an opportunity directly to a planned gift record (not the payments).
In CRM 4.0 SP10 a feature was added that allows payments on a planned gift to be linked to opportunities. For tracking purposes, it would be helpful to be able to link opportunities to the planned gift record itself as payments may not be realized... -
Increase the size of the Description field for Ad-hoc Queries (and Data Lists and Export Definitions)
We store the history of changes to Ad-hoc Queries in their Description fields, but sometimes run into a limit. Please make this field a memo or similar very large field. The same is true for Export Definitions (although we don't tend to update the...Will not implement
