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Add a Notes field to Tribute records.
Tributes often have lots of special handling requirements - specific requests regarding acknowledgees, background on how the default designation was determined, the names of staff who may be conducting stewardship with the family, etc. This would ...0 Reviewed: Voting Open
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The ability to add Planned Gift records and Payment features similar to Pledges to the Recognition Filter.
For the expectation that the Recognition filters under Reporting filters needs to count a payment only if the Pledge is not recognized. The Planned Gift acts like a Pledge, but the system doesn't seem to recognize it as a Pledge.1 Reviewed: Voting Open
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Allow organizations to be merged using the Merge Organization functionality on the same date as the records are created.
Allow organizations to be merged using the Merge Organization functionality on the same date as the records are created. We are often managing org structures after the fact and updating the history of the organization retroactively, and this limit...0 Reviewed: Voting Open
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Add Merge process and/or merge configuration to the CONSTITUENTMERGEOPERATIONS table
Provide more details that caused the constituent merge. Most will be related to duplicate merges, but we have created a "merge two constituent" process for ad-hoc merges and it would be useful to identify the source merge process/configuration in ...0 Reviewed: Voting Open
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Add a function to "clear results" of a letter assignment process
We assign a lot of different letter codes, all based on different queries, and can make mistakes. The "clear process" option works great later on in the acknowledgement process to unmark gifts as acknowledged, but there's no way to get rid of an i...0 Reviewed: Voting Open
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Add the Actual & Expected Start Time into Query
This field is available to be populated but doesn't appear in query. It is more common to get both date & time from digital interactions so it would be helpful to query and export this information0 Reviewed: Voting Open
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ability to add start dates to new addresses and end dates to previous addresses
We would like to be able to add start dates to new addresses and end dates to previous addresses (both business and personal) when profile updates are taken through BBIS batch0 Reviewed: Voting Open
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allow us to search for an amount in transaction search
It would be nice to be able to search for an amount in the transaction search.0 Reviewed: Voting Open
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Adding more than one relationship to a constituent for the same organisation
At present you can only add one relationship per organisation for a constituent, so if that person changes role within the organisation you have to edit the relationship rather than add an additional one. We would like the ability to be able to ad...0 Reviewed: Voting Open
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Need Tribute in Batch Design
We need the ablitity to set tributes as field options in batch design. We have many cases where we are setting up a batch and there may be many (in some cases over 200) of the gifts in the batch that need the same tribute. Currently you have to ...1 Reviewed: Voting Open