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allow benefits to be added when adding a recurring gift
Currently to add benefits to a recurring gift you need to add the gift and then navigate to the benefits tab. This should be surfaced on the add form like it is for other gift types. -
allow benefits on recurring gifts to carry through to recurring gift payments.
Currently if you have a recurring gift with a benefit the benefit doesn't carry forward to the payment. This should work the same as it does for pledges - it should carry the benefit forward. -
Additional fields and capabilities needed for Planned Giving Additions
Planned Giving additions are a helpful tool in allowing users to view one comprehensive view of the donor's total estate intention as it has evolved over time. In order to use this feature though, there are missing fields that need to be added: ...Reviewed: Voting Open
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Add support for async calls in BBIS custom parts
BBIS does not currently support async calls in custom parts. Adding support for async calls will improve performance for custom parts that can leverage them.Reviewed: Voting Open
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Add the ability to add an extra field into the Batch Template for Interactions Batch
Currently there isn't a way to add fields to a batch template. It would require a batch extension or a new batch type to accomplish this.Reviewed: Voting Open
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Stop using tables for layout of BBIS parts e.g. user login
Using tables to layout document content that is not tabular data makes it harder to style the page.Reviewed: Voting Open
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Designation Merge Field for Additional Donation
We are moving off the COER event registration form to the "Event Registration Form" part in BBIS. On the COER confirmation webpage and in the acknowledgment email there is a merge field option for designation. When added the confirmations would sh...Reviewed: Voting Open
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Add the ability to have more merge fields on a unformatted text part
We would like the ability to add basic merge field options to a unformatted text part such as Bio. First name, Bio. Last name, and Bio. Lookup IDReviewed: Voting Open
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Add Benefit Values to Charitable portion of Event Registration recognition credits and/or Payments
When the Payment is submitted for an Event Registration we request the following break down for Charitable and non-charitable portions in relation to Benefits: Charitable portion = (Amount - Cost) + Benefit (if applicable) Non-charitable portion ... -
Allow an option for Search for constituents by site to be an include or exclude filter
Search for constituents by site - automatically added with SP 7 (4.0) without an option to include or exclude. It would be really helpful for orgs that don't use sites to be able to exclude this an available option. It's a weird extra filter to tr...
