Specify relationships that appear on BBIS event registration form

I know that R&D is currently fixing the functionality on the BBIS event registration form that allows a registrant to identify their guest(s) based on relationships recorded in BBCRM.  However, it would be great if we can specify the type of relationships that are visible on the form when setting it up.  For a constituent with numerous relationships, it might be off-putting to see what we know about them, especially if these were generated through prospect research and not given by the constituent directly.  If we could choose between including individual and/or org relationships, and possibly even filter by relationship/reciprocal type then we can strike a good balance between something the registrant sees as useful instead of creepy!

  • Brian Soucie
  • Mar 10 2016
  • Reviewed: Voting Open
BBIS / Events / BBIS
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