-
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
-
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
-
Merge field handling
With SP37, TinyMCE v6.8.2 is now being used in CRM and BBIS. TinyMCE introduced a merge tag feature in v6.2 (released 9/26/2022). This new feature does not involve using images as placeholders. The email processor and email editor should be update...0 Reviewed: Voting Open
-
Consistently display the full date/time range (day, month, and year) for multi-day events in all sections of the Event Registration Form
My organization has a number of events that last for multiple days. When we put these events on a BBIS Event Registration Form, the event date/time is inconsistently displayed on the part and it changes depending on the number of registration opti...0 Reviewed: Voting Open
-
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 ...0 Reviewed: Voting Open
-
Change designations or allow to be blank for opportunities without the Solicitor becoming unlinked
When a designation is changed in batch the solicitor becomes unlinked from the opportunity. We need to be able to change the designation without the solicitor losing credit.3 Reviewed: Voting Open
-
Allow inactive Stewardship Plans to be made Historical
Stewardship plans cannot be historied as they are completed or become inactive. Historical functionality exists for Prospect Plans. The only option for Stewardship Plans currently is to add the word "Historied" in the stewardship plan title. They ...1 Reviewed: Voting Open
-
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...0 Reviewed: Voting Open
-
Allow Constituents who are duplicated as Host and Attendee in the event registration process to be merged
The person registering for an event has a constituent record as the host, and another as the attendee. So one registrant registers for two records and a Host record and Attendee record are created. We want to keep the record from being registered ...0 Reviewed: Voting Open
-
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.0 Reviewed: Voting Open