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Add the ability to report on on the total amount of expected revenue from a Recurring Gift and its current payments.
Currently in CRM there is not a way to calculate the total expected amount of a Recurring Gift that has an end date along with it's current payments.0 Reviewed: Voting Open
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Add option to flag event as a 'virtual event'
During 2020 we have had to move a lot of our events to a virtual platform. It would be great if there was an option to flag the event as being a virtual event. It would also be great if the flag pulled through on to the BBIS booking pages as well.0 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...1 Reviewed: Voting Open
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allow users the ability to add defaults for the form view of membership batches
Currently you can add defaults to a membership batch but when you switch to the form view the defaults do not persist. There isn't a way to add defaults to the form view. This would speed with data entry and also reduce mistakes when entering memb...2 Reviewed: Voting Open
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Edit registrants and guest together
When updating the status of a registration/registrant after they have registered and change their plans (or after the fact - e.g. marking someone as did not attend), the system should pull up other guests that registered with them to alter their r...0 Reviewed: Voting Open
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create a way to qc an outgoing email from an Event (invitation)
The only way I have figured out how to qc my email event invitation (with merge fields and format) is to create a marketing effort and test the effort.1 Reviewed: Voting Open
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Constituent search: Make it Google-like
Our development officiers would like to see google-like search features in Constitutent search. They would like constituent search to begin locating constituents as they type and would like to have the 'did you mean' feature - that would help them... -
Update marital status when spouse is added or removed
We would like to have the marital status update based on the addition or removal of the spouse relationship.0 Will not implement
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Add a copy option for smart fields
RE: BBEC - new Action Item "Copy" on the Smart Field management page in Administration. For example: LCMS has 100 core smart fields, due to a multiplier of a need for "largest", "last" etc. at the Site level, 10+ sites. There are a lot of paramete...2 Reviewed: Voting Open
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Open PDFs in browser without having to download first
Due to the way PDFs (and all attachments) are stored in BBCRM, the files must be downloaded before they can be opened. It would be useful to make a funtionality change to BBCRM to allow the browsers to recognise that the files can be opened direct...0 Reviewed: Voting Open