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New Field(s) on Constituent Update Batch - Name Formats
We just created a new name format fundraisers are going to use; its different than the standard name format but can be used consistently in the export definition for fundraisers.... now the trick is getting all of the caseload donors to get these ...0 Reviewed: Voting Open
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Allow the addition of CRM membership attributes on the BBIS Membership Form to collect additional information
We would like the ability to add membership attributes created in CRM to the membership form in BBIS. We have a need to collect additional information from people who sign up for a new membership using the membership form. This information include...1 Reviewed: Voting Open
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Add a date offset option to Query
Query currently allows us to select records where a date is After Tomorrow or Before Yesterday, but for some of our most critical business processes, e.g., building supporter journeys, we need to be able to select records where a date is Before To...6 Reviewed: Voting Open
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View historical fundraisers in the Organization Hierarchy
The only way to see who was historically in a position is to click into that position. If you have multiple positions with the same name and you’re looking for a particular person, this becomes difficult. This is particularly awkward if the positi...0 Reviewed: Voting Open
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Have a need to transfer a regular recurring gift to a Sponsorship. We have a number of donors who initially set up giving with us via a standard recurring gift. Once they are made aware of the sponsorship program they want to be connected with a child.
This is specific to when our donors give a recurring gift online where they fill in all of their credit card info. We don't have the sponsorship logic activated on-line. We only have the ability to accept a RG. We would like to the ability to take...0 Reviewed: Voting Open
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Allow reassigning of Primary Manager for specific Plan Types or Plans only
We often have Constituent records with multiple Plans, e.g., a Bequest Plan and a Major Donor Plan. When a staff member leaves or changes role we need to reassign their Prospects. However, the existing Prospect Assignment Process only has an optio... -
Allow a column or columns to be frozen in a Data List
When we have many columns in a Data List which we've built, it would be very handy to be able to freeze a couple of columns (e.g., Lookup ID and Name) so that when we scroll across the columns, we can still see which record we're looking at. This ... -
Add individual match and company match in same batch
We would like to be able to enter the individual and company match within the same batch. Some companies provide both at the same time and currently, this causes problems if they both fall within the same batch since BBEC doesn't allow this.0 Reviewed: Voting Open
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BBIS donation from an organisation should automatically create a relationship to a constituent as a contact in CRM
If I give a donation on behalf of an organisation via BBIS - the organisation is added into CRM, but the contact person doesn't appear to be - either as a named contact or as a linked constituent with a relationship. The person should be linked to...0 Reviewed: Voting Open
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Create a CRM Version of the RE Gift Detail and Summary Report
The RE Gift Detail and Summary Report is standard across multiple clients migrating from RE to CRM and is useful in preparing summary totals by Fund, Constituent Code or Campaign. Please create a version as a standard, out of the box report in CRM.0 Reviewed: Voting Open