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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...1 Reviewed: Voting Open
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Allow colours on a Constituent Density Map to be configurable (or visible in some other way)
It is frequently almost or completely impossible to see the colours on a Constituent Density Map once we zoom in to any useful level. E.g., the map can look reasonable for a whole country or state, but when we zoom into a particular city or set of...1 Reviewed: Voting Open
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Global changes needed for Volunteer area
We would need the following global changes to manage volunteer data, this is due to GDPR. - Inactivate volunteers in bulk - when volunteer has not been active for a certain time we need to end the volunteer constituency and volunteertypes in bul...0 Reviewed: Voting Open
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We would need to have a volunteer signup form in BBIS, to enable Volunteers to sign up and select prefered volunteertype and location. This should be integrated in CRM so that it adds the volunteer constituency and the selected volunteer types. Also the location is needed as we have volunteergroups around the country
At the moment this is a really manual process, where we are using the contact form, that does not support volunteer functionalities. We are not able to add locations either in bulk to the volunteers and the volunteer constituency and volunteer typ... -
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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Allow Membership Contribution Process to downgrade memberships
At present, the Membership Contribution Process does not pick up qualifying renewal payments for a lower level of the membership program. We would like this to functionality to be added for the Membership Contribution Process as some members may n... -
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