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Add an indicator in batch when a tribute has been attached to a gift or allow tribute to be added within batch
We add quite a bit of tributes to our gifts. Having to set up the tribute on another tab wastes a lot of time and when double checking all tributes have been attached, we have to seperately click on each line then clicking on the Revenue tab then ...0 Reviewed: Voting Open
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Add a feature for volunteer check-in's
Functionality to support the volunteer check in0 Reviewed: Voting Open
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Allow for multiselect in Event Invitations
Event invitation lists are vetted heavily by fundraisers and change frequently. If you upload an initial invitation list of 200 and it is whittled down to 50 for the final send, you have to remove invitees one by one (or just start over). If you c...0 Reviewed: Voting Open
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Add an "All Sites" option for interactions
We would like the ability to have an "All Sites" option for interaction on constituent records. This way an interaction could be added and viewed between different sites.1 Reviewed: Voting Open
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Create an appeal mailing/effort in CRM when BBIS email is sent
When you create an email in BBIS you are required to associate with an appeal and when the email is sent a communication is created for constituents with the type of "Appeal Mailing", but no "Appeal Mailing" but not CRM appeal mailing is created. ...2 Reviewed: Voting Open
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Allow BBIS Transaction Manager to update RG payment details even if current payment method is Cash
We would like supporters to be able to change their recurring gift payment method or details (to Credit Card or Direct Debit), whatever their current payment method is. At the moment the Transaction Manager part does not allow updates to RGs with ...0 Reviewed: Voting Open
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Add acknowledgement email capability to Transaction Manager Part
We need (under our banking regulations) to send a copy of our terms and conditions to any supporter who updates their direct debit payment details, yet there does not seem to be a way to do so. We can't do so in query (see idea https://bbcrm.ideas... -
Allow Listbuilder Datalists to be created from Ad-Hoc Queries
Allow users to create listbuilders from the ad-hoc query tool. Would give more power to end users when looking at datalists/dashboards created via config
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Reviewed: Voting Open
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Add the ability to delete archived/old sites
This would allow us to delete Sites that were either created in error, or are no longer necessary to keep around. This would also help to keep the site listing under Administration > Sites & Settings cleaned up by making sure that only rele...0 Will not implement
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Model Scores and Ratings Update Batch should not affect the date of the Major Giving and Planned Giving Likelihood scores if they are not included in the batch template
We imported a batch of model scores and ratings attributes. The batch template specifically did not include the Major Giving and Planned Giving Likelihood scores, but the "updated on" date was affected by the import. This is not technically correc...0