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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...4 Reviewed: Voting Open
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Remove tables from donation form HTML layout
The layout of the donation form uses HTML tables to achieve the layout. Tables are no longer commonly used, and forces a two column layout of labels and input boxes. For a more responsive and better, more modern user experience that is more flexib...2 Reviewed: Voting Open
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Allow posted deposits to be unposted and unlocked
My organization has posted a deposit before we intended to do so (we wanted to add some additional payments to it). We would like to request the ability to unpost deposits so that we can unlock them and make more changes before reposting.0 Reviewed: Voting Open
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Add functionality to allow Emojis to be sent in the subject line of a BBIS email
Our organization would like to use emojis, which are popular in today's digital interactions, and we think other organizations would do the same -
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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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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Show which rows were changed in the History tool
The history tool is extremely useful to us; however, only if we are able to see which rows are changed. It does our Records team no good to see that a phone number was changed to primary if you don't know which phone number was changed from primar...0 Reviewed: Voting Open
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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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Add demographics including ethnicity to the Constituent Update Batch
Currently you can only add the ethnicity via batch for new constituents. We would like to be able to add/update demographics including ethnicity via the Constituent Update Batch as some of our interface systems add this information after the const...1 Reviewed: Voting Open
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Add a field to the event add form to specify remote access information whether a conference phone number or webcast link
Smaller events such as committee meetings these days are very often joined remotely. We need some place to store this information to be able to surface it on reports for communication to attendees and facilitators. This field should also be added ...