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Vote
Have an option to make a copy of import file template
Add a Copy option for import file templates. This would be very handy when we are building a new import file template which is similar to an existing one. The copy should ask for the new import file and keep the field mapping where the fields are ...
Created 20 May 07:08 by David Wanless
Blackbaud CRM / Import
5
Reviewed: Voting Open
22
Vote
Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect / Site Security
0
Reviewed: Voting Open
4
Vote
allow editing of blank splash page that inactive users see when using SSO so they know the account is inactive
If you are using SSO for CRM login and the user trying to log in is an inactive user, it currently displays a blank page and a box that just has "Blackbaud CRM" written in it. We want to be able to add some text to that box that explains that the ...
Created 22 Aug 00:55 by Bradley Henry
Blackbaud CRM / Administration
0
Reviewed: Voting Open
21
Vote
Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
0
Reviewed: Voting Open
21
Vote
import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
4
Reviewed: Voting Open
21
Vote
Allow for multiple full and incremental duplication processes
It would be great if we weren't limited to one duplication process. We have a need for several different duplication processes and it would be great to set them up one time rather than having to change the one we have every time we need to run a d...
Created 29 Jun 13:19 by Guest
Blackbaud CRM / Security
1
Reviewed: Voting Open
4
Vote
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...
Created 17 Aug 00:30 by Mitch Haggman
Blackbaud CRM / Security
0
Reviewed: Voting Open
14
Vote
Add an Email Address Processing option.
Currently the CRM application only allows for clients to add Address Processing Options which manage a set of address processing options for various marking efforts and correspondence. Address processing options determine which constituent address...
Created 21 May 20:18 by Guest
Blackbaud CRM / Administration
0
Reviewed: Voting Open
6
Vote
Add the ability to add a solicitor to an event registration payment inside an Enhanced Revenue Batch
After adding an Event Registration to the Application dropdown in an Enhanced Revenue Batch, the user is unable to add the solicitor (button gets grayed out) to the gift (Event Registration Payment) in batch. If a solicitor may be connected to an ...
Created 24 Sep 12:16 by Guest
Blackbaud CRM / Batch
0
Reviewed: Voting Open
4
Vote
Allow a user-defined smart query to be copied
Allow a user-defined smart query to be copied or provide a save as function on the create smart query function so that when creating similar smart queries the whole definition doesn't have to be recreated. This request is an extension of functiona...
Created 25 Jul 22:49 by Sonja Fulbright
Blackbaud CRM / Administration
0
Reviewed: Voting Open
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