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add the event start and event end date to the sort options to Registrant for Export definitions
My lay leaders like to see if a constituent has attended recent events, but they do not want to see every event they have ever attended. I would like to sort event attendance in descending order and list just the last 5 or so. This will allow deve...0
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End Date Gift Aid Declarations for Deceased Constituents
When a constituent is marked deceased, any open Gift Aid declarations should be end-dated.0 Reviewed: Voting Open
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Add ability for sponsors to change their recurring gift from check to credit card
Currently when a sponsor is reviewing their sponsorships, if they have credit card selected as a payment method they can update their card. If they have any other method they cannot change it to credit card0 Reviewed: Voting Open
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Repurpose the "Merge Selection" tool so that it can be used to populate event invitations in CRM
The Merge Selection tool is a very handy way for a CRM user to create a new subset of constituents based on existing selections. It seems like it would be fairly easy to repurpose this tool so that it could be used to populate event invitations. W...0
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Add support for UnionPay as a card type in BBPS and BBMS
UnionPay is a card type common to the Asian market and we would like to allow payments in BBIS and CRM using this type.
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Reviewed: Voting Open
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set up ECard and Tribute fields - on BBIS Donate page - together at the bottom of the donate page
When setting up our donate pages via BBIS, the ecard option is toward the top of the page, and the tribute option is at the bottom of the page. The two are pieces of the same donor action/inspiration - they would be more effective placed together ...0 Will not implement
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Add ability to map "Other" Application subtypes in GL transaction mapping
We have different kinds of "Other" non-charitable revenue that we need to add in CRM to understand the 360 degree view of our constituents and their relationship with the organization. Having the ability to map the subtype for the Other applicatio...0 Reviewed: Voting Open
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add invitations to the deceasing options
deceased clients are still shown on invitation lists - although they would not be sent anything using the invitation process it would be useful if one of the deceasing options related to this so they could be removed from this list or a flag of so...1 Reviewed: Voting Open
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Please order the month categories chronologically rather than alphabetically
This allows for a more straight-forward process when adding a segment to a marketing effort0
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Have a delete button on the REFUND section of Application details
Users may enter REFUND records in error so that they need deleting.0