-
allow online registrations to automatically create relationships
allow online registrations to automatically create relationships in DARS CRM via event forms online? As in if I registered myself while logged in via online bookings and brought a guest who was a “new individual”, could DARS be smart enough to cre...0
-
Multi Level Events logic for adding guest
Currently, when entering a large number of multi level event registrations, only the first event has the constituent name populated – for each subsequent event the default is ‘un-named guest’. As a result the user has to manually select the consti...0
-
Event Search - Show under Recent Searches
For consistency purposes, when you search an event, an event search should appear under "recent searches" (it currently does not)0
-
Visual Notification a constituent has paid for an Event
When a user looks at a registrant for an event after they have paid, the only way to see that a constituent has in fact paid is that their balance has gone to £0.00 - it would be useful to have a notification or something visual to show this.0 Reviewed: Voting Open
-
BBECRM: Solicit codes not as useful as could be as designed
n BBEC when you create a solicit code in the code table you also select a site - this pair then appears in the drop down in the constituent's communication preferences (solicit codes) - though in two separate columns. However they are now inextric...0
-
Default Address input field labels should be used in search results
The values entered for our Default country Address input field labels (For Australia where ZIP is labelled as Postcode) are used across many pages in CRM and BBIS which is great. However in the search results output section - the labels are not us...0
-
Add columns in the relationship data list for reciprocal, primary business, Organization will match
We would also like to see columns for the reciprocal relationship as well as the ‘Primary business' checkbox ’ and 'Organization will match’ check box rather than having to edit the relationship or view the details to see them. Currently there is ...0 Reviewed: Voting Open
-
Add RSS feed on a record's Interactions page
Development Officers need an alert when their prospects have contact with other university staff members. A simple RSS feed on the Interactions page would accomplish this without the DO having to check multiple records for activity.0
-
BBECRM: An issue with saving interactions within a Constituent Record.
The Interaction you have added is created, though you need to re-select the Interaction to do anything with it. This becomes a problem if a User wants to add some supporting documents as they may end up adding documentation to the wrong Interacti... -
Copy Household Address to Members Missing Addresses
When creating a new household record, you can copy a member's address to the household, but it would be nice to be able to copy the household address to any members that do not have that address.0 Already exists