-
Allow separate options for guests within a Registrant Batch.
When manually entering registrants it's possible to have a Guest with a separate registration option from the Host. Currently it is not possible to have this same configuration when adding registrations from a Registrant Batch.0 Reviewed: Voting Open
-
Delete old email templates without losing email history OR mark old templates as inactive to suppress them from the list of available templates for end users
We have been using BBIS for a long time now and we have a lot of different email templates, the majority of which we no longer use. Unfortunately, when you delete an email template, it also deletes the email message history. We would like to remov...1 Reviewed: Voting Open
-
Add an Email Address Processing option.
Currently the CRM application only allows for clients to add Address Processing Options which manage a set of address processing options for various marking efforts and correspondence. Address processing options determine which constituent address...0 Reviewed: Voting Open
-
Add option to preview documentation/attachments
Please add an option to preview documentation/attachments without having to download them to assess if they are relevant. Current functionality requires the file to be downloaded, resulting in data security issues as documents may be downloaded &a...0 Reviewed: Voting Open
-
Allow 'Not equal to' as operator for boolean fields in Ad-hoc Query
Please allow 'Not equal to' as an operator for boolean fields in Ad-hoc Query. This would allow us to compare two boolean fields to see if they were not the same and would allow us to check whether a field was anything other than True, e.g., False...1 Reviewed: Voting Open
-
Comment or note on Application user Account
Tracking user departments or other details would be easier if there was a comment/note field on the application user account. This should be available in the application user grid.0 Reviewed: Voting Open
-
Update the recognition program levels when the constituent or designation is changed.
Once a recognition program qualifying gift is run through the recognition program. The recognition level will not update automatically if the designation is changed to or from a non-qualifying to qualifying designation or if the constituent on the...0 Reviewed: Voting Open
-
Allow Smart Fields to be pulled into Research Lists like Constituent Attributes
Currently we are not able to pull information about our organization (like giving) into Research Lists, only information related to the constituent's activity/giving with other organizations. We would like to be able to include Smart Fields in Res...1 Reviewed: Voting Open
-
Allow event registration form to skip 2nd step for free events
With the introduction of the new event registration form that handles more complex events, and the removal of the older (SP12) event registration form, we no longer have a good event registration form for handling our free events (no payment or do... -
"or is blank" no longer an option in query
It has been identified the 'Or is blank' option has been removed from yes/no filters in Query. The example given is within Revenue attributes; "Gift Registry banking form". Selecting the value for the filter, the only filter which can be chosen h...0 Will not implement