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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.Reviewed: Voting Open
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View historical fundraisers in the Organization Hierarchy
The only way to see who was historically in a position is to click into that position. If you have multiple positions with the same name and you’re looking for a particular person, this becomes difficult. This is particularly awkward if the positi...Reviewed: Voting Open
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Create salutations for households that can be exported for a mailing.
In Marketing and Communications, on the Name Formats tab form the Name Format Options page, it only allows you to setup one default household format. That one doesn't default to the Personal tab under Details on a Household record when it is creat... -
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.Reviewed: Voting Open
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The new Event Registration Form should allow event options to be selected even if there are not enough registrants entered prior to selection.
because the end user does not necessarily know that they are going to need to create 10 guests BEFORE they are able to select an option for a table of 10, there is the possibility that the process will be frustrating for the end user (especially s...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... -
Archive or mark Marketing Efforts as Inactive
My organization has way too many marketing efforts as the years go by. We would love the ability to archive them in some fashion or make them inactive so they don't appear in normal searches or in the marketing efforts list unless you are specific...Reviewed: Voting Open
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Build in a warning message when deleting a tribute that has revenue attached to it
It would be nice if the system could at least warn us when deleting a tribute record which has revenue transactions associated with it. it most likely means that those revenue transactions need to be corrected / associated with another tribute.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...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...
