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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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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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set up a business rule during revenue batching that pops up prospect manager when we enter a constituent name
This feature will be useful because it allows you to see who the prospect manager is when you enter a constituent name.0 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
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Improvements to capitalization options
It would be useful if the list of conditions could be edited. For example, skip capitalization of "or" and "the". Another example would be excluding organization-specific acronyms. For the case of data entry, allow skipping capitalization option...0 Reviewed: Voting Open
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Add hyperlinks to the constituent through custom email alerts
In email alerts we want to notify when a donation has been made so a thank you letter can be sent. Instead of adding the full address we would like to have a hyperlink to the constituent so the recipient could go directly to the constituent inform...0 Reviewed: Voting Open
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Add fields to Relationship Import in Constituent Update Batch
Oftentimes employment data comes in after the Constituent has been established. You can import a business relationship via Constituent Update Batch but you cannot import values for the employment history such as Job Title, Department, etc.5 Will not implement
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create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...0 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)3 Reviewed: Voting Open