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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 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
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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 ...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... -
Be able to see which email a supporter unsubscribes from
We can currently only see which Comms a supporter received, and the date their solicit code was added in Comms Preferences. It would be very useful to have an easy way of seeing how many people actually unsubscribed from an email in the honeycomb ...0 Reviewed: Voting Open
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Add keyword search to Solicit codes, Educational Involvement and Constituent Attribute drop-downs.
There are so many entries in these tables, it can be very time consuming to find the values you want. Often we have to export/print to PDF and search the PDF to find the value we want. Plus, long values are chopped off because the drop down box is...2 Reviewed: Voting Open
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Allow the ability to specify GL transaction mappings for pledge payments based on subtype
On the Payments tab (in GL Setup, transaction mapping) you can specify mappings for payments made to pledges. You cannot specify mappings for payments made to a pledge w/subtype A and then a different mapping for payments made to a pledge w/subtyp...2
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allow users to change the matching algorithm to deduct from the auto-matching total match score when comparing blank or null values
When using the constituent matching algorithm the system considers two blank or null values to be a match. This may be generally true, but it would be helpful to give users the ability to change how null values are weighted to ensure that records ...0 Will not implement