-
Open PDFs in browser without having to download first
Due to the way PDFs (and all attachments) are stored in BBCRM, the files must be downloaded before they can be opened. It would be useful to make a funtionality change to BBCRM to allow the browsers to recognise that the files can be opened direct...0 Reviewed: Voting Open
-
Add ability to restrict security for specific Attributes
On the Attributes Tab on a Constituent record, it would be convenient to add a way to set permissions on specific Attributes to restrict what Attributes can be seen.0 Reviewed: Voting Open
-
Allow text to be copied from the output of a Data List
For example, we have a Data List which displays various fields for some supporters, including the ID, name and contact details. We would like our users to be able to copy the ID, name, phone number or email address into another application. We can...0 Reviewed: Voting Open
-
Allow multiple listing for the same employer under the Employment History section of a constituent's record.
Currently, we are unable to add multiple listing for the same timeframe and employer under the Employment History section of a constituent’s record. For Example: Bob Hernandez worked for ABC Corp. from 1/1/2010 until 1/1/2013, and simultaneously h...1 Reviewed: Voting Open
-
allow Actual Date to be editable in Constituent Interaction Global Change
The Constituent Interaction Global change does not allow the Actual Date to be changed. The Actual Date is defaulted to the creation date of the Global Change and grayed out. The Expected Date is editable, but the Actual Date is not. So, this glob...3 Reviewed: Voting Open
-
Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user0 Will not implement
-
Use global change to add system-defined constituencies to records
Currently, there is a global change to add user-defined constituencies to records. However, there is no option to globally add system-defined constituencies, such as Volunteer. We'd like to be able to globally add these constituencies in Administr...1 Reviewed: Voting Open
-
Would like the Address validation software in CRM to be able to modify the city name if necessary
We have noticed that a particular city in Georgia, is misspelled when we validate the address in CRM. It is LaGrange, GA. The address validation software changes it to Lagrange, which is incorrect. I was told by Blackbaud that the USPS software us...0 Reviewed: Voting Open
-
Committee/Group List search
Within the event module, if you add the invitees, all the names appear in the registrations tab. You're then able to search by name in the "Registrant" filter. However, if you're in a committee within the members tab, you can't search and the only...1 Already exists
-
Educational institutions are added as partial organization records which causes problems in other areas of the application such as relationships
Currently, when you create a new educational institution an incomplete organization record is also created. This is confusing to users as these partial org records are appearing in various search options (such as on the add relationship screen). T...4 Reviewed: Voting Open