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Add the ability to require the Registration Options field when manually adding registrations to an Event
My organization would like the ability to require the Registration Options field on the Add Form on the Add Form on the Registrations tab of an event. Presently we are unable to require that field and sometimes our users forget to select a registr...0 Reviewed: Voting Open
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Search any constituent: Fundraiser on the Go
Right now when you log in you can only view your portfolio. It would be helpful if you could search for any record in CRM so that if a fundraiser is on the road they can look up anyone's name or email or phone very quickly2
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Allow sticky search on Revnue Constituent Search (by Lookup ID)
Currently sticky search functionality is working on the Constituent column in batches but when you use the Lookup ID as a mapped column for an import the default search filters always stay, even if you change them in batch. Becuase "Check alternat...0
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Add the department field to the business tab in the add an individual form
Currently most employed constituents, linked to organisations, will need to have a job title and department defined. The business tab in the add an individual form currently only shows job title of these 2 fields which means that the record needs ...0 Will not implement
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Add the ability to edit attributes on user defined data-lists
This would allow end users to have centralized locations to edit attributes, along side other areas of the product that appear in data-list, and not have to go to the out of the box data-list in another area of the product.0 Reviewed: Voting Open
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Support gift with benefit (premium) online
BBIS should support gifts with benefits. This is a very common scenario in fundraising and is required in order to provide accurate receipts. If the complexity of connecting to the BB CRM benefit catalog is a concern or obstacle, you could keep ...2 Reviewed: Voting Open
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Email Messages: add timestamp as column in Message Opens report
In Email Messages, from the honeycomb report - the Open report. Add a column for the open timestamp so that it is part of the report that can be downloaded and further analysis done on when constituents are opening the message / how long after the...0 Reviewed: Voting Open
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Email Messages: update honeycomb Clicks report to add timestamp and all clicks for an individual
Currently, the Clicks report off of the honeycomb report for an email message in BBIS is only showing the first click per individual. We'd like to see all clicks for each individual listed, as well as a column for the timestamp of when it was clic... -
Allow the application to successfully interpret Word quotation mark/apostrohe formatting.
When copy/pasting a constituent name from Word that has an apostrophe (e.g. O'Donnell) into a search field, the application does not interpret the Word formatting and returns no results. This can cause duplicate records to be created.0 Will not implement
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Add Transactions to the Search bar so that known records can be looked for quickly
Everyone who processes and reviews revenue wold benefit from a quicker and nore accessible search for those records where the RevID is known0