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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. -
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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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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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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Allow ability to add solicit codes with the same date - i.e. remove no overlapping solicit codes error
We often have supporters who interact with us in multiple different ways on the same date but might choose different consent options on each occasion but we can only add one of those consents currently and requires an outside BBCRM process to deci...Will not implement
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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... -
Add constituent field to the research request form
Add a constituent field to the research request form so that researchers managing the unassigned requests can fully understand the request. -
Allow a single currency ISO for multiple locale.
Currently in CRM when adding a currency the ISO must be unique. Some countries use the same ISO code for their currency and it would be beneficial to be able to add them. An example is the code EUR for Euro which is used by over 30 countries.Reviewed: Voting Open
