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Add the ability to do table merges
Raiser's Edge has this capability and it is very helpful. It allows you to clean up a table quickly and move those with the value to the new value. You have the option to automatically delete the old value.2 Reviewed: Voting Open
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add start date on new moved address when using AddressFinder process
while it nicely end dates the previous address for someone, it does not add a start date, just puts effective move date in the details section of the address. We use start date so we know when we internally changed an address. Please add option to...0 Reviewed: Voting Open
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Add a deceased notification date
Occasionally we are notified that an individual is deceased long after the deceased date so we base our deceased report on our deceased notification date. Currently we store this as an attribute. Ideally this would be a date field available on the... -
Add staff notification options for BBIS Memberships and Advanced Donation Forms
BBIS has a staff notification that can alert staff when regular donation forms and event registration forms are submitted. It would be great if the same functionality existed for BBIS Memberships and Advanced Donation Forms.3 Reviewed: Voting Open
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Make constituent tiles conditionally visible as the "view as" links were in 3.0
Specific constituent tiles should not appear if the constituent does not have that information. For instance, if the constituent is not a prospect, the prospect tile should not be visible. This type of functionality was in 3.0. If a constituent wa...0 Reviewed: Voting Open
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Alow changes to be made to the prospect plan a planned gift is linked to
There is currently no way to change the prospect plan a planned gift is linked to so if the planned gift is linked incorrectly when entered, you have to delete out the planned gift and enter it back in, in order to change the plan that the planned...1 Reviewed: Voting Open
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BBDM Email Issues with Hyperlinks
a) Only URL and Special Page options when creating/editing a hyperlink – whereas formerly you were also able to search for BBIS pages, search for BBIS documents, and create a range of other types of links. b) You cannot create a mailto: email hype...2
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Phone number types in BBIS
Currently when donating and signing-up online in BBIS, the only phone type available is "Home Phone", this needs to be expanded to include all other phone types in CRM (mobile, work phone etc).3 Reviewed: Voting Open
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allow users to import transactions for inactive records
Currently users can enter transactions for inactive records in batch or using the one-off form. They are not able to using a lookup ID in an import because there is no way to have the option to include inactive records checked by default on the lo...1 Reviewed: Voting Open
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Add the ability in the Social Media Account tab on a constituent record for LinkedIn to autopopulate the User ID.
For example, when adding Facebook to the Social Media Account tab on a constituent record, it will autopopulate the User ID. It would be nice to have the same format and functionality work for LinkedIn as well.0 Reviewed: Voting Open