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1
Vote
Automate assigning checklists & creating new users based on a set of pre-existing rules
Because it would be much more efficient and a great time saver if we didn't have to do this manually. Especially when it should be easy and intuitive. If the inquiry is for 9th grade, I'm betting that they'll need the 9th grade checklist. I don't ...
Created 25 Jul 18:48 by Guest
Blackbaud CRM / Administration
0
1
Vote
change Address Processing Options to allow more than two levels of hierarchy for selecting addresses
If someone overpays a pledge payment, it is more likely that we would want to apply the overpayment of the last installment, rather than the next installment.
Created 06 Feb 20:05 by Mitchell Gibbs
Blackbaud CRM / Batch
2
Reviewed: Need Further Info
1
Vote
Add a warning page when deleting a process.
Currently all you have to do to delete a process is click "delete process" there should be a message preventing accidental deletes and a pop up that warns you, that you will be deleting the process.
Created 21 Dec 15:28 by Guest
Blackbaud CRM / Import
0
1
Vote
Make the batch template defaults work in the membership batch entry screen
We would like the membership batch entry screen to take the defaults from batch templates. For example we would like to have one template for credit and one for checks so the credit would default to credit and the check would default to check. Cur...
Created 14 Sep 17:51 by Guest
Blackbaud CRM / Batch
0
1
Vote
Need the ability to extend the constituent view form in the erb
We use finder numbers for our constituents, and they are not always available on the mail piece. Rather than having to leave batch and search for things like this, it would be better for the data entry staff if we could add additional tabs at need...
Created 10 Aug 16:27 by Julie Stone
Blackbaud CRM / Batch
0
1
Vote
create a way to limit permissions to the Add an organization button to the right of Related organization search.
It would allow a more granular permission ability to this area of CRM. This would allow a better defined ability to control the role of the end user.
Created 12 Jun 20:19 by Guest
Blackbaud CRM / Site Security
0
1
Vote
update the Outlook exchange type for phone type mapping.
For Outlook Exchange integration the mapping for phone type is out of date. Not all of the exchange type fields are able to map to outlook.
Created 07 Apr 15:32 by Guest
Blackbaud CRM / Administration
0
1
Vote
Add Custom Email Alerts that will notify users if a certain process runs past a set number of minutes and/or if the processed surpasses a set number of records for a select process.
It would be a nice addition if Email Alerts could also be used to notify users if certain processes ran past a certain number of minutes and/or if the processed surpasses a set number of records for a select process.
Created 06 Apr 15:35 by Guest
Blackbaud CRM / Administration
0
1
Vote
Application Root URL defaults to Blackbaud.com
This should be fixed for anyone that uses the Excel format to export reports and the hyperlinks should go to that record but instead goes to blackbaud.com
Created 27 Mar 21:16 by Guest
Blackbaud CRM / Administration
0
1
Vote
The Control Batch report showing more details on rows within batch.
The Revenue Control batch report only shows the information in the row in batch, it does not show specific information, Such as a payment on a pledge, ECT.
Created 20 Mar 19:25 by Guest
Blackbaud CRM / Batch
0
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