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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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Create a way to test Masterpass and Visa Checkout transactions
There are ways to test normal credit card transactions through BBIS, but no such functionality exists for the digital wallets available to the Mini Donation Form. It would be great if we could test this part without creating live credit card trans...0 Already exists
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Add an option to Ad-hoc Query editor to extract details of the query into a control report
We often want to use all or part of the specifications for a Query in a job tracking ticket, some documentation for one of processes, or backing up a Query when we're making changes. It is very tedious having to type out the criteria of an Ad-hoc ...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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Add contituent update rules that are missing in BBIS batches
Event registration and profile update batches do not currently have a tab in their configuration for 'Constituent updates', implying that they do not follow the configured system rules and also cannot have custom rules applied on a 'per batch' bas...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. -
Add Site and Designation filters to the Prospect\Planned Gifts node in a constituent export definition
My organization is a heavy user of export definitions and exports. We need to export planned gift information for our colleges, but unfortunately there isn't a filter on the Planned gifts node to allow us to only export the planned gifts based on ...0