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Add the ability to reprocess a Failed Automated Recurring Gift transaction when Donor provides new card info
With the new Automated Recurring Git process, BBMS will attempt to reprocess a soft decline for a specified number of attempts. However, when a transaction is Hard Declined, the donor will need to provide updated card information in order to conti...1
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RE NXT > Gift Acknowledgement
Would be nice to be able to add additional email address, rather than just the preloaded constituent emails already linked to the accounts. Sometime there are other individual, associated with a donation, that would benefit from receiving an ackno...0
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reports for gift batches in NXT view
Currently you can not export or access commit or validation reports on gift batches created in NXT view. It would be really nice to have access to validate and then approve/commit gift batches in NXT and then also preview and print commit and vali...1
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Make packages available to edit through global change
It would be very helpful to make it possible to mass assign packages to a query of gifts through the Global Change function in RE database view. If there is a good work around for this currently, please let me know!0
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Add Wire as an option to the Pay Method on a gift record.
The only option right now is to select Other and put a description in the reference field. When running gift reports, it would save time if you could only select the pay method field instead of researching each of the Other gifts reference lines.1
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Fundraiser notification
As a major gifts officer, it would be beneficial to have automatic notifications come directly to me when someone makes a donation of XYZ+ amount.0
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Create canned reports to pull the information for the annual DASL report from CASE/NAIS
The 2022 DASL survey has finally changed and it would be helpful if BB could create canned reports for the Fundraising section. The survey asks for the following information for the last FY: TOTAL $ DONATED TOTAL DONOR COUNT DOLLARS RECEIVED (HARD...0
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Giving history in Constituent Field window within Database Batch
Within gift batch,I ALT + C + H to open the constituent's giving history to see when the last gift was (or no previous gift) as this affects what thank you letter they will receive with their receipt. What would be far better for time management i...0
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Move Gift from one batch to another
Gifts are occasionally entered into the incorrect batch, especially when processed through an integration, NetCommunity. Having the ability to click on a line in batch and move a gift to a different batch would be very helpful. It would be even gr...0
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Multiple Tributes per donation
Please add a feature that to enter multiple tributes/one donation breaking down amount/tribute so not to add individually. IE $350 donation split between 14 tributes at $25 each. If you enter at $350 with multiple tributes the full donation amount...0