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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 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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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
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be able to export an image or profile picture from the constituent's record
It would be great to make images stored on a constituent's profile accessible via export, so that conditional content could be displayed in an email. For instance, if we wanted to display the photo of a prospect manager in an email to a prospect. ...0 Reviewed: Voting Open
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Please enable TEST eDMs to be distinguisable from REAL eDMs and the market identifiable
It would be really helpful if it would be possible to distinguish between test eDMs and real eDMs. Also the market each eDm relates to. At the moment this is not possible which means recipients don't know if they are receiving a test email to comm...0
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Ability to add email addresss or phone number to BBIS Email Notification
When confirming the CRM ID # within CRM -- only having the donor's address sometimes is not enough information. Another identifier would be helpful. All those that enter gifts would benefit from this extra bit of processing information.0 Reviewed: Voting Open
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Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual.