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Add the ability to have revenue batch import into an existing batch
To ensure proper batch internal controls, we have a "cashier" create all batches. Once the batches are created, the documentation is placed into a bin for multiple data entry folks to enter. This ensures we have one place in the system for all out...0
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The only option for changing the prospect manager on the Prospect summary constituent tab of a constituent record is to edit and not replace a prospect manager which provides no history of the change.
Tracking changes to Prospects and Prospect managers is important historical information.0
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Retain existing name as alias when End User updates name in BBIS Profile Update
Store the existing name as an Alias on the Constituent Record when a user updates their name in an BBIS Profile update. This is needed to be able to search on a prior name in case gift officers or others were not informed of the name change.1 Reviewed: Voting Open
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Provide Date added on the Alternate lookup Id section on the constituent record
We have a need to know when a record is merged but CRM does not allow for a date when a Previous Insight ID is added in the Alternate ID section.0
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display 'Former Prospect' in one of the constituent tiles
In 3.0 former prospects are displayed as. for example, John Q. Public - Former Prospect, when Viewing as a Prospect. We no longer get the 'former prospect' piece since Prospect is now a Constituent Tab and shares a header. While there are indeed o...0
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BBIS Email Signup Subscriber List should use Mail Preference Appeal Category
When you use the BBIS Email Signup Form to collect Communication Mail Preferences for Appeals, it requires a Category. When you send create the BBIS Email Message using Appeals as the Data Source, all CRM constituents that have a Mail Preference =...0 Reviewed: Voting Open
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Add group member role on same data form to add group member
The add a group member screen does not include the group member's role. Users have to add the group member then go to the group member actions and add the role separately. It would be easier on users to be able to add the role on the same screen t...0 Reviewed: Voting Open
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BBIS Constituent Update Batch - data start dates
BBIS now uses the Constituent update batch for new user signup. There is a warning for a possible multiple matches this screen contains information already in the database. It would be extremely helpful if the start date for this information also ...0
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make it easier to grant rights to smart query definitions
In many areas of the program you can switch to design mode and assign permissions. You can also assign permissions to all sorts of things on the fly by using the assign permissions button or advanced permissions button. Smart Query Definitions are...0 Reviewed: Voting Open
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display the constituent lookup ID field in the marketing effort exclusion report
Currently the report shows the GUID for the constituent, but it would be helpful to have the lookup ID. This would save the time of having to search for the lookup id first using the GUID and then searching for the constituent.