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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 ...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. -
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... -
Allow the ability to associate a time zone to an application user
We are exploring the Outlook integration in BB CRM and users would like the time zone to default to their local time zone instead of the default of Eastern for our organization. We can associate a specific currency to application users. It would b... -
BBDW - FACT_OPPORTUNITY should include Accepted Ask Amount
FACT Opportunity includes the opportunity amount, the expected ask amount, the ask amount but does not include the accepted ask amount field. Field is needed for opportunity reporting.Reviewed: Voting Open
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Update BBIS Part - Transaction Manager
We are working on giving our donors a better online experience. One of the things we want to accomplish is giving the donor a single place online where they can view all of there donations. BBIS has a Transaction manager, but it looks like it hasn...Reviewed: Voting Open
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On the research request form, allow typing in the lookup ID in the Prospect field to locate a record, rather than requiring either their name (which often leads to a search screen) or clicking the magnifying glass and THEN adding the lookup ID to a search screen.
I would like to be able to just type or paste the lookup ID directly into the Prospect field and have that record come up automatically without the extra clicking & searching.Reviewed: Voting Open
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Change the "maiden name" field title to "birth name"; delete "maiden name" from alias types
The term "maiden name" is archaic and gender specific; "birth name" is clearer and can be used for any person. The term "maiden name" can be deleted from the list of alias types; "birth name" is already an option there. -
Allow more flexibility with sticky search functionaity
Sticky search is great... until it isn't. I would like to see a few things: Allow the user to turn it off as an option on their profile. In areas where Constituent Search is used, there are times when the context of the search should override the...Reviewed: Voting Open
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Add primary contact flag to event registration form
Sometimes the host is not attending the event. In that case, we need a way to require primary contact information for at least one registrant. Submitted from BBIS May Roadmap Webinar.
Reviewed: Voting Open
