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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.0 Will not implement
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Update the Giving Summary title for the Corporate Information report to Revenue Summary
From a user’s perspective, it’s counterintuitive that the “Giving Summary” report includes all revenue, when the term “gift” denotes a subset of revenue by Blackbaud’s own definition. Please consider this recommendation to change the title of ...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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add a feature permission to grant or deny permission to refund a credit card when saving a payment adjustment
I’m looking to lock down the ability to refund card on save and there doesn't seem to be a specific feature permission on this. If the user has rights to the Edit form they will be able to mark or unmark the box.0 Reviewed: Voting Open
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Update related contact work addresses when the linked organisation's address is updated.
Update related contact work addresses when the linked organisation's address is updated and is identical to the related contact's work address: A constituent shares an organisation's primary address. The organisation gets a new primary address (mo...1 Already exists
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Do not drop "Given anonymously" indicator when constituent is changed in an BBIS batch
When a constituent is manually selected in a BBIS batch, the "given anonymously" indicator is removed from the gift. Since this anonymous indicator is at the gift level (not constituent level), the anonymous indicator should remain after the const...0 Reviewed: Voting Open
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Add the ability to assign multiple sites when creating the Major Giving Plan
Currently there is not a way to create Major Giving plans with no site assigned to them and still have users, that are site secured, to see these plan steps for use when copying/creating new plans. By adding the functionality to add multiple sites...1
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Goals Code Table
I would like the ability to be able to access the Goals Code Table in the Designation. We track goals on a Fiscal Year basis and would like the ability to inactivate old entries and add new entries directly into the code table. Currenly only the a...0