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Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
Participants tagged on Prospect Plans have those steps displayed on their Interactions tab, however, Participants tagged on Stewardship Plans do not have their Stewardship Plan steps show up on their interactions tab. Adding this information will ...2 Reviewed: Voting Open
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create functionality to allow users to import survey results via batch
Survey results can currently be added manually to a constituent record, but unless they come from BBIS you are not able to import a group of survey results. It would save time to be able to import survey results into a constituent update batch or ...0 Reviewed: Voting Open
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Add 'user is proxy' filter and PAT expiration date criteria to the application users query
In SP37 we introduced functionality that allows the use of proxy user accounts with a PAT to access odata connections. PAT's are designed to expire every year and the only way a user will know it's expired is if their odata reports stop functionin...0 Reviewed: Voting Open
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Ability to add a guest without creating a constituent
We would like to be able to add a guest without having to setup a constituent. Often all we have is the guest's name and we do not have, nor want to maintain a constituent record for a one-time guest to an event.4 Reviewed: Voting Open
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In addition to street address also check email field to avoid duplicate creation
When you add a new record, a box will pop up if the address matches an existing record and ask if they are the same so you can avoid creating a duplicate record. I'd like the email field to also be searched when adding a new record, so if the emai...0 Reviewed: Voting Open
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Have an option for people to decline attendance through the online BBIS event registration form
The ability for people to register their regrets is something we need to have.4 Reviewed: Voting Open
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Improvements to Email Marketing Reporting - BBIS & CRM
It would be great to use BBIS & CRM for Email Marketing Campaigns and also have access to testing, tracking and reporting tools available in other email marketing products (such as Campaign Monitor). Such features which would be extremely use...2 Reviewed: Voting Open
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Add Base Currency as option in Currency filter on Appeal Mailing Performance Report
My organization has multicurrency unlocked and a significant amount of our revenue comes from currencies other than our organization currency in CRM. Unfortunately, many marketing/appeal reports in BBCRM only allow us to report on the organization...0 Reviewed: Voting Open
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Better visibility of existing job schedules
In the interests of avoiding record locking with secondary tasks a client would like to be able to see an alert/info box when saving a new job that it clashes with the time of an existing job A visualisation or time line when jobs are running and ...1 Reviewed: Voting Open
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Create a way to "Hold" a Sponsorship and/or Sponsorship Recurring Gift.
A Sponsorship Recurring Gift does not allow the Status to be edited at all. This seems fair, as the Sponsorship Recurring Gift should be controlled from the Sponsorship. You can edit the Status of a Recurring Gift to be “Held”. This is great, as...1 Reviewed: Voting Open