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Consolidate Acknowledgments into one letter.
When processing acknowledgment letters it would be helpful if all of the unacknowledged revenue for a single constituent is consolidated into one letter. Currently CRM prints out a letter for each unacknowledged revenue.Reviewed: Voting Open
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Delete/Remove user from BBIS
Currently when you delete a user, they end up in the ever growing pile of deleted users. While it is nice to have this second change area for deleted users, it would be nice to be able to remove a user for good. Otherwise it is just wasted space.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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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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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 export the comment section of an interaction via the "More" button
Export the comments as well as all the other information in the interactions via the "More" button on the interactions pageReviewed: Voting Open
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Add an additional filter to Constituent Recognition Programs that will restrict the program to a selection of constituent records
Constituent Recognition Programs may need to be restricted to specific donors. The existing filters only apply towards revenue records and qualified recognition credits. It would be helpful to have a constituent-based selection filter similar to t...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
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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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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
