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When adding Documentation, default to current user as Author
The user experience is unnecessarily complex when adding a note. The process of looking up a constituent is not necessary as most "authors" will be the current user. Why not start with that default / assumption and then lookup only as an override?0
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freeze the Constituent Header in v3.0
When viewing information in the constituent node, it would be helpful to have the Header information frozen like a pane in Excel and always visible as you scroll down the page.1
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Leaving Age in Once Marked Deceased
ould it be possible for the Age field to remain filled with their current age at death? Currently when you mark a constituent as Deceased it automatically removes the age from the personal info tab, Colleges who are doing obituary’s will have to m...0
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Add a flag/field on the education tab to indicate if a degree is FERPA restricted
There is now a FERPA restriction for degree information. Blackbaud does not have a flag/field on the education tab to indicate if a degree is FERPA restricted.0
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Add Consent record when constituent unsubscribes
When a constituent unsubscribes from an email campaign add a consent record instead of marking the email address as "do not contact". Marking the email as "do not contact" doesn't accuratly relect the constituents unsubscribing from a newsletter r...0 Reviewed: Voting Open
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Apply the difference after upgrade of a recurring gift to the respective Marketing Effort
When we try to upgrade a recurring gift we would like the extra amount to be applied to the Marketing Effort, and the original amount to the original marketing effort. This will give a better insight on the effectiveness of the Upgrade Marketing E...0 Reviewed: Voting Open
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be able to export an image or profile picture from the constituent's record
It would be great to make images stored on a constituent's profile accessible via export, so that conditional content could be displayed in an email. For instance, if we wanted to display the photo of a prospect manager in an email to a prospect. ...0 Reviewed: Voting Open
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Please enable TEST eDMs to be distinguisable from REAL eDMs and the market identifiable
It would be really helpful if it would be possible to distinguish between test eDMs and real eDMs. Also the market each eDm relates to. At the moment this is not possible which means recipients don't know if they are receiving a test email to comm...0
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Ability to add email addresss or phone number to BBIS Email Notification
When confirming the CRM ID # within CRM -- only having the donor's address sometimes is not enough information. Another identifier would be helpful. All those that enter gifts would benefit from this extra bit of processing information.0 Reviewed: Voting Open
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Acknowledgements allow the selection of specific recognition types to be included in acknowledgments.
In many cases, particularly third party giving you may not want to acknowledge the donor or you may have other recognition types that you don't want acknowledge with a particular letter. So when choosing Include recognition recipients allow this t...0 Reviewed: Voting Open