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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).Reviewed: Voting Open
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global batch delete
Have the ability to delete committed batches in bulk. We would like to keep committed batches for upto a year. Anything older than that should be deleted. This holds true to all types of batches, constituent and revenue.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...Reviewed: Voting Open
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Dynamic dates (start, end, expected) for global changes
Interaction global changes are very useful for setting up reminders for managers when gifts come in. BUT the expected date needs to be changed every day! If there were an option to set to "today," this would be great!Reviewed: Voting Open
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allow the creation of Adaptive card add-ins
In Raisers Edge NXT you can use adaptive card add-ins for lightweight UI configuration in the system, which can call power automate flows, forms/pop up etc... I recommend this be added into BBCRM as well. -
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...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 ... -
Display more Marketing Effort Email reporting stats/data in BBCRM
My organization would like the data shown in the BBIS Email Honeycomb Report available in BBCRM for direct marketing effort e-mail messages. While we can see this information in Constituent ad-hoc queries, we'd like to see them inside the applicat... -
create a refresh all marketing efforts queue for a specific time frame
We have a queue process that refreshes our Marketing Effort results on a nightly basis. However, I need to add every single Marketing Effort individually to this queue once it is activated. We are asking for a way to create a process that refreshe... -
The query field Constituent/Prospect/Prospect Manager/Name returns prospect managers that have been end-dated.
The query field Constituent/Prospect/Prospect Manager/Name field returns prospect managers that have been end-dated, if no new prospect manager has been assigned. This makes it difficult to pull a simple list of prospects without managers. It woul...Reviewed: Voting Open
