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Add a photo for a Sponsorship project
We need to be able to add a photo for a project sponsorship opportunity that can be displayed on BBIS to potential sponsors.0
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To have a field to enter end dates on plans (major gift, stewardship and grant)
There should be a field to enter an end date on Prospect Plans, include major gift, stewardship and grant plan. This is necessary for when organizations is applying for or is awarded a grantgift that has an end date. Often this is longer than the ...0 Reviewed: Voting Open
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Add Step Status to the OverDue Steps tab
We would like to see step status (i.e. planned, pending) on the Overdue Steps tab under Prospect--Major Giving Management. Will allow DOs, support staff and Research to easily review which of those steps is not marked pending.0 Reviewed: Voting Open
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Customisable 'To' field in BBDM/BBIS emails
With the nickname and customisable addressee and salutation name formats, users are able to make sure that constituents are addressed according to their wishes. However, the ‘To’ field in emails sent through BBDM or BBIS are not customisable, whic...1 Reviewed: Voting Open
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Allow all export definition types to be used in General correspondence
In order to produce a variety of documentation, the general correspondence process should allow any export definition type to be used. This would allow us to produce event confirmation letters, sponsorship letters and other types of correspondence... -
Add better search functions to lists eg MarComm>Export Definitions
This is common across the whole of V3 and this is just an example. With the introduction of page veiws you can only see 25 (?)items per page, We have 349 Export Definitions and therefore seraching for an ED requires you to randomly select a page u...0
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Ability to re-process the same event invitation
Currently, as of v2.94 & 3.0, the only way to regenerate the same event invitation is by deleting it, then re-import selections back into a brand new invitation. It would be more efficient to have a feature like the "clear results" in acknowle...0 Reviewed: Voting Open
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add a flag on notifications when a document is attached
When viewing an interaction, it would be helpful to have a flag in the header information to let the user know that there is/isn't a document attached. As it currently is, the user has to click on the documentation tab for every interaction, just ...0 Reviewed: Voting Open
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Auto-calculate age at death for deceased constituents
BBCRM already auto-calculates someone's current age if they are living. It would be useful for bequest reporting to have it also auto-calculate a person's age at death (DOD-DOB), so that field could be displayed in queries/reports relating to matu...2 Reviewed: Voting Open
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Import Gift Aid declarations independently of revenue
Currently we are only able to import Gift Aid declarations via batch where the declaration is made with a payment, however we are not able to import declarations when there is no gift, for example where we send out a mailing requesting a declarati...1 Reviewed: Voting Open