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Entering a Planned Gift
Illogical design of where you can enter a planned gift: If you go to the Active Constituency of Donor, you can’t enter a planned gift. If you go to the constituency view of Planned Giver, you still can’t enter a planned gift. You have to go to Man...0 Reviewed: Voting Open
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Ability to merge duplicate memberships
In many cases some users have entered multiple memberships with revenue attached to each one. There's need to merge the two membership records one with all revenue tied a single membership.1 Reviewed: Voting Open
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more flexible options for configuring the memberbership installment plan
we would like to see semi-annual to be a configuration option for the instlalment plan. Currently we set to annual and then have to change it to semiannual when we use it on the membership0
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BBDM Email Merge Field Dropdown/Pop-Up
Changes have been made to the Merge Field dropdown/pop-up. This change manifests the following problems: a) Multiple merge fields can no longer be highlighted and then dragged and dropped into the email editor. b) Export Definition nodes are not i...0 Reviewed: Voting Open
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add the ability to indicate an invitee who did not preregister was a walkin
add the ability to indicate an invitee who did not preregister was a walkin -
Add a way to move an Interaction from one constituent to a different one
If an Interaction was accidentally entered on to the wrong constituent record, it needs to be removed and re-added. It would be great if there was a method in place that would let us move an existing one to a different constituent record.3 Reviewed: Voting Open
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allow a confirmation status of 'confirmed' when deceasing a constituent
It would be nice to have the option of simply 'confirming' the death rather than having as choices "Unconfirmed, Death Certificate, and Family Member". Could not "Confirmed" be added to this list?3
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import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records4 Reviewed: Voting Open
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BBIS Migrate Text from Source to BBIS Editor
It should be possible to migrate text from an outside source into BBISs webpage text editor, as simple cut and paste, in such a way that the hyperlinks transfer and the font automatically adjusts to the set template. Having used Notepad to strip t... -
BBIS batch assignment - allow assignment by payment method
It would be useful for reconciliation purposes to be able to separate BBIS transactions and assign the transactions to different batches based on payment method. This way we could keep Credit Card and Direct Debit transaction separated - and this ...1 Will not implement