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Allow BBIS users to match themselves to CRM users
If the user sign up asked people to identify an existing constituent to link their account to, then this would prevent people from signing up for multiple accounts, and decrease the time needed for users to gain access to query-based roles. You ju...0 Reviewed: Voting Open
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add a global delete for business process
Currently there is no way of deleting multiple processes like global changes or queues in one go. We'd like a global change that deletes these so they don't have to be removed one by one.0 Reviewed: Voting Open
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Add Advanced Merge Fields to Acknowledgements
Currently you have a limited selection of Merge Fields for the acknowledgements when a donation is made. This poses a legal issue when creating wordage for this acknowledgement. For example, if someone donates to a fund with benefits we have to ha...0 Reviewed: Voting Open
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Add CSS Classes and Ids to Part Configuration
It would be extremely beneficial to be able to add custom ids and css classes to BBIS parts. This would make is alot easier to target specific areas via CSS and Javascript to further style and customize the user interface. Right now we have to "ri... -
Add Website to 'Organization Information' tile on Constituent View v4.0
Allow Website to be on the 'Organization Information' tile on the constituent screen. In v3.0 it was an easy link on top. In v4.0 the tile would be better if the tile could be changed by the user to have needed info showing, and not needed info hi...1 Will not implement
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Allow Default Confirmation Screen and Default Email text in the Event Registration Form (SP 11+) to be set by the System Admin.
Our alumni office manages over 200+ events a year, and it would be a much more reliable option for them if we could set up the default confirmation screen to include standard university language instead of having to edit it each and every time we ...0 Reviewed: Voting Open
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Add a "Pledge Subtype" filter to "Pledge status and analysis" report
No description provided0 Reviewed: Voting Open
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Add an option to output Merge Letters to FTP from processes such as the Acknowledgement Letters process.
This would allow for users to bypass having to manually download the Merge Letter from the process history and have it automatically uploaded to an FTP folder.0
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Add the functionality for adding ADF to the dropdown search in BBIS under the Merchant account usage tab
It would be helpful to add Advanced Donation Form to the dropdown search in BBIS under the Merchant account usage tab so users can check what Merchant Account is used specifically with each ADF part.0 Reviewed: Voting Open
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Allow Recognition Credits and Recognition Credit Types to be required fields in Revenue Batches
Our organization would like to require Recognition Credit and Recognition Credit Type in Enhanced Revenue Batches. At present, Recognition Credit and Recognition Credit Type are tasks at the top of the batch which can't be made required in the Bat...0