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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
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Copy and paste source code values
Communications tab/Appeals subtab. It would be helpful to be able to highlight and copy the Source code value so it can be accurately pasted into other elements of the constituent's record.0 Will not implement
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Please order the month categories chronologically rather than alphabetically
This allows for a more straight-forward process when adding a segment to a marketing effort0
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Direct Marketing Effort Overview Add Total Revenue and Gifts
Under Direct Marketing Efforts overview, where it shows the Effort ID, Appeal, Budget, Expected Revenue, and Total Expenses. It will be very helpful to have Actual Revenue, Total Responses, and Net Revenue at the top rather than have to dig for it...0
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Communication Templates - Honor site security
In the 4.0 new feature "communication templates" when a template has been permissioned to a specific site, it would be great if the "select communication template" section on the "Add Direct marketing effort" screen honored the site security and h...0
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allow email scheduling (i.e. from Event Invitations)
When creating event invitation or other email communications from Blackbaud CRM, you are required to send emails when you press the Send button. It would be great to be able to schedule emails for a later date/time so that users are not required t...0
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Allow option to make the communication tagging date consistent with the actual sent date when an email is scheduled for future date
When sending email via BBIS or BBCRM the, the email can be scheduled to be dispatched at a later date but the communication sent date is based on the day of the communication tagging is done. This makes some data in the Communications tab of a con...0 Reviewed: Voting Open
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Export - Relationships Node should allow filtering on Employment Fields
Current functionality does not allow you to Export only Relationships with non-blank titles. We need to be able to export out non-blank titles for relationships with no end date. Please add Title fields to the Relationship filter so that this can ...0
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Create Common Data Structure for integrating Segments with LO Groups for email marketing
For clients "integrating" CRM with Convio products, there is no common definition or approach for segmenting in CRM and leveraging these segments for email marketing purposes within CMS. For our email marketing, it would be useful if there was a c...0
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make it possible to resize email composer in BBDM
This has been a known issue in previous versions of BBDM and it was expected it to be resolved in v3.0