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add key-based authentication to the SFTP server
Due to the 60-day password expiry on SFTP accounts, we have to update out integration scripts multiple times a year. The CRM support team has to refresh the password, then log a request to our integration team, which slows implementation and consu...1 Reviewed: Voting Open
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Allow Administrators to view how many / which users are currently logged in to the database.
This would give Administrators insight into which users are currently logged in to the database where as the ad-hoc query for Active Users gives limited insight.0 Reviewed: Voting Open
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Change the Tokenizer so it handles mixed files
The new Tokenizer built in to BBCRM can't handle files with both credit card rows and other rows. The old desktop app handled these reasonably well, as it had an option to only tokenise rows where a particular field (in our case 'Payment Method') ...0 Reviewed: Voting Open
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Generate Constituent Update Batch to allow Bulk Constituent Data Cleansing
Include a generate constituent updated batch process (similar to the generate revenue update batch process), which would allow a constituent update batch to be created from a selection within CRM. This would allow us to perform bulk data cleansin...0 Reviewed: Voting Open
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Allow us to query on uncommitted batch transaction data
Allow us to query on uncommitted batch transaction data0 Will not implement
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Allow document attachments to be imported through an import process
Through an import process, provide a means to import attachments for constituents.3 Reviewed: Voting Open
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Allow ability to exclude Inactive records from matching in Batch Entry
We do not want new records imported into CRM matching with our Inactive Records. Please allow a setting to disallow constituent matching and especially auto-matching to inactive records. Thanks!0 Reviewed: Voting Open
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Auto Scroll Batch Entry
Make the web shell interface work more similar to the older smart client interface. When entering batches with many rows in them, please auto scroll the screen when you enter the last row visible. Smart Client did this, but web shell does not. Fo...0 Reviewed: Voting Open
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Improve process audit tracking
Improve tracking of processes that update data such that a user could trace an edit back to the specific run/instance of an import/batch or global update that updated a record.
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Reviewed: Voting Open
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allow users to globally delete constituent interactions
There currently is no global change that allows users to globally remove interactions from constituent records. We would like this functionality added to Blackbaud CRM.3 Reviewed: Voting Open