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Recent
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2
Vote
Remove references to unsupported Yahoo Widgets
CRM still has integrations with KPIs and Yahoo Widgets. The Widget Engine is no longer supported by Yahoo. Google searches to find the Widget Engine mostly direct users to sites with applications that have embedded Malware (i.e. softonic.comc=). S...
Created 27 Jan 19:04 by Greg Harmelink
Blackbaud CRM / Administration
0
2
Vote
Import a large number of individuals and positions into an organization hierarchy via a CSV or Excel file
It would be helpful to enable an import of a large number of individuals and positions into an organization hierarchy via a CSV or Excel file. It helps when setting up the fundraisers initially or if there are a large number of updates that one ne...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Import
0
2
Vote
Make Wealth & Ratings Data integrate with CRM Site Security
Users from different sites are unable to track WealthPoint searches by Site within Blackbaud CRM when using Site Security Certain parts within Wealth and Ratings Data are also not site-secure WealthPoint Screening History Tab WealthPoint Data ...
Created 04 Nov 21:17 by Guest
Blackbaud CRM / Site Security / Wealth and Ratings
0
2
Vote
Do not update collection fields in constituent update batch if no field values have been changed
When loading a constituent with addresses/emails/phones in a constituent update batch row, the existing contact info records are defaulted into the corresponding CUB collection fields. When a user commits the CUB without changing any of the record...
Created 26 Oct 17:04 by Heather Johnson
Blackbaud CRM / Batch
2
2
Vote
pull the appeal from a recurring gift to the corresponding EFT payment in batch
When adding a payment batch through EFT, it will pull the recurring gift that it corresponds to, but it doesn't fill in the appeal to match the recurring gift appeal.
Created 10 Sep 19:11 by Guest
Blackbaud CRM / Batch / Recurring Gifts
0
2
Vote
Add Marketing Efforts to the list of options within the Config Tool so they can be simply transferred across environments
To support testing across multiple environments it would be helpful if the list of elements that can be simply transferred was extended to include ME's
Created 29 Jul 09:37 by Guest
Blackbaud CRM / Administration
0
2
Vote
Cannot give two gift memberships to the same recipient in the same Membership Dues Batch
System does not allow commit when the same person is given more than one gift membership (and/or Adopt-a-something) in the same batch. Error message is "You cannot enter the same membership transaction in a batch more than once."
Created 23 Jul 21:59 by Guest
Blackbaud CRM / Batch / Memberships
1
Will not implement
2
Vote
search global changes
Idea Bank - UI Inconsistency When Searching Could you please standardize your user interface so that it is consistent in the terms of the filters allowed for Searching? For instance when you search queries you can search by name and the person ...
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Global Change / Search
0
2
Vote
the ability to check finder AND source upon import
Need to make sure when a finder come in upon import that it matches on the source code as well.
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Import / Marketing and Communications
0
Reviewed: Voting Open
2
Vote
Add tribute search by look-up id
During batch entry, we'd like the ability to search for tributes (in the tribute search screen) by look-up id.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Batch / Search / Tributes
1
Reviewed: Voting Open
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