Issue: Our organization currently has two BBMS accounts for two different funds. Therefore we have two different forms because the giving form can only link to a single BBMS account.

Headaches as a Result of this:

• Multiple Giving Forms: we have to individually update each form AND the email design of both whenever their is a change. Which leads me to another idea of allowing to create "rules" with letters/receipt that updates the content/language depending on the designation/campaign instead of having to create 12+ different unique letters.

• Incorrect Form Used/Shared: constituents may end up using one form by accident over another (it happens); leaving us with having to:

  • transfer funds from one BBMS account to another

  • take note of this

  • alert our accountants

  • update the gift record on BBMS

Why would this be useful?

Solution: Allow us the ability to link designation/fund vs. the entire form.
Benefits: Saved time