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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...Reviewed: Voting Open
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have a date range filter on each tab in my fundraiser page
Each user/manager works a bit differently and having the ability to see the my fundraiser tabs such as "Completed Steps", "Pending Steps", "Planned Steps" using a date range specific to the need is much more user friendly than just past 7 days or ...Reviewed: Voting Open
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Ensure that donors are charged the amount that matches their transaction amount
We have recently discovered that it is possible for a BBIS donation (using Payment 2.0) to be charged one amount, with a different amount being downloaded into batch. While we cannot yet reproduce this issue, we have seen this happen with a recent...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...Reviewed: Voting Open
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Include constituent ID in BBIS bulk email links
Emails sent from BBIS include a TRID, which can be used to look up a constituent, but only if the target URL has access to CRM. It would be nice if the actual constituent ID was included too, so that third party applications could use it to call...Will not implement
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Develop Drag and Drop functionality for managing website
Before I started working with Blackbaud/BBIS, I did a lot of custom WordPress development. I was introduced to the Beaver Builder plugin/theme as a way to easily build/manage webpages/templates (https://www.wpbeaverbuilder.com/). Even web designer...Reviewed: Voting Open
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There should be a way to change the receipt preference on a selection of records.
If a selection of constituents needs to have year-end consolidated receipts, but this was not initially set up on the constituent record, it would be good to have a way to do this. Additionally, new constituents created by BBIS donation do not hav... -
be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?Reviewed: Voting Open
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Add installment id in the Recuirring gift write off Query Node
We would need to get the information our from the queries, what installment has been written off at what date and what reason. This is not possible now, as there is no installment ID and if you try to query this, the query is looking only at the r...Reviewed: Voting Open
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allow users to import updates to revenue recognition
We have a list of revenue IDs for revenue already in CRM, and a list of corresponding Recognition type and Lookup IDs for recognized donors (this is more accurate as there are many people with same name), recognized amount, & date. There curre...Reviewed: Voting Open
