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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... -
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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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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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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Confugure BBIS to adjust the receipt amount based on benefits applied to membership programs and event registrations
This would allow the acknowledgment email send when the transaction is completed to serve as a tax receipt. Currently, we are having to physically receipt these transactions. This would save time for our gift processing team and would be useful to...Reviewed: Voting Open
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Add attachments to Fund records
This allows us to add supporting documentation to a fund record -
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 ... -
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
