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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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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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Default folders to alphabetical within Information Library
When adding a folder via Manage Folders in the Information Library, it would be helpful if CRM would sort folders alphabetically as a default. It is very time consuming to have to click the up or down arrows to move the newly added folder to where... -
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... -
Point to Point Encryption for the Advance Donation form
Clients have asked for BBIS to have P2PE available in BBIS so they can create a donation page for calling efforts without having to create users within CRM.Reviewed: Voting Open
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Add Benefits to Advanced Donation Form
We often set up a giving page for an event or appeal that will include a benefit/quid. However, there is no way for us to include that in the gift information that is sent to CRM. This means that our gift processor has to know the benefit should b...Reviewed: Voting Open
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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.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. -
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... -
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 =...Reviewed: Voting Open
