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Address validation on donation forms
We would like to see the address validation on the donation forms on BBIS so that when they are downloaded they can be matched to the CRM record as any slight difference in the address makes it appear to be a different address to the system0 Reviewed: Voting Open
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Allow admin to upload custom parts
In CRM you have the ability to upload custom DLL's (typically in dev and stage environments if you're hosted). For those of us SDO hosted for BBIS also it would be nice to be able to upload the custom part DLL's AND the associated ascx files in a ...0 Reviewed: Voting Open
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Allow users to export a CSV from the batch area
It would be great if you can set up batch template and then have the ability to export the fields to a CSV. This would provide the user with a import template.0 Reviewed: Voting Open
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Provide filterering on appeal name in export definition
Provide ability to filter by appeal name in export definition when doing a constituent export definition. Currently, you can't filter by appeal name when you do an export definition and you want one line to appear by constituent.1 Reviewed: Voting Open
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Wealth & Rating mark historical
In Wealth & Ratings it is possible to mark a real estate entry as historical. It would be nice if Mark Historical was available in other section in Wealth & Rating (i.e: Income)1 Reviewed: Voting Open
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Change the Event Start Date Merge Field to not Show Seconds for the Time
In BBIS, there are two merge fields that display time: the event start date and the event start time. The event start time displays the time as such 10:00 AM, but the event start date displays the time like this: 10:00:00 AM. The event record in C...1 Reviewed: Voting Open
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In the event module for a single tier event, we would like to be able to be mark via a checkbox those invitees who want to register in a mass registration update.
This would be a time-saver as we would not have to mark each one individually.0 Reviewed: Voting Open
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Need the Ability to include Packages and Promo Codes on Multi-Level event registration form
It would highly useful to have the last of this COER functionality added to the OOB event registration form so we can offer a discount ticket price for a series of events, or offer a "secret discount" with a promo-code for any event (whether it is...1 Reviewed: Voting Open
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Allow the ability to have a revenue attribute associated with a pledge not show up on the pledge payment itself
When adding a revenue attribute to a pledge, we would like for the option for that revenue attribute to not show up on the pledge payment itself (just the overall pledge). This is currently not a option.1 Reviewed: Voting Open
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Add Direct Debit to the BBMS Payment Methods for CRM
Please add a direct debit option to BBMS for CRM. We would love to convert all of our payments to BBMS, but unfortunately we must support two separate payment processors because BBMS for CRM does not allow direct debit.0 Reviewed: Voting Open