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Rolling dates as Smart Fields
Querying data based on rolling dates is not available across the board in CRM. The data warehouse (DWH) provides the ability to do this, but there are some issues with this: it's not a part of the standard product, so you need to pay to get rolli...4 Reviewed: Voting Open
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Allow BBIS Transactions to be separated/downloaded into different batches by transaction date
My organization would like to have BBIS transactions be downloaded into different batches based on date. For example, donations that came in on 5/8/18 would be downloaded into the enhanced revenue batch for that day and donations given the next da...1 Reviewed: Voting Open
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add the ability to export constituent pictures
Our organization has a good many constituent records with pictures on them and we would like the ability to export those pictures into a custom report. You can export the field as part of a constituent query but the result doesn't show the image.3 Reviewed: Voting Open
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Allow custom gender options in Signup and Profile Update forms
Right now in BBIS there are only 3 gender options; male, female, and unknown. In a previous service pack additional options were made available, but for CRM only. We would like the same ability to customize in BBIS. Ideally, the 'unknown' option c...1 Reviewed: Voting Open
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Allow constituents with posted revenue to be deleted after the revenue is moved to a different constituent
Per KB 96087, if the revenue associated with a constituent was posted, then the revenue was changed to a different constituent, the original constituent still cannot be deleted due to the error, "This constituent has associated revenue and therefo... -
Add fields to Relationship Import in Constituent Update Batch
Oftentimes employment data comes in after the Constituent has been established. You can import a business relationship via Constituent Update Batch but you cannot import values for the employment history such as Job Title, Department, etc.5 Will not implement
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create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...0 Reviewed: Voting Open
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add a tab to the Recognition Program page to show all active members
It would be extremely helpful if there was a tab on each Recognition Program that showed all active members of the Program (similiar to the way a group page functions). This way, you could check, at quick glance, your Recognition Program members i... -
Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.1 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)