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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 ...0 Reviewed: Voting Open
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Add deposit number field to batch
It would be helpful to have a field for deposit number. This could eliminate the need for custom reporting and would allow use of the reference fields for notes.0
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Unable to import revenue into enhanced revenue batch without some required fields
Users would like to import BBEC revenue into the Enhanced Revenue Batch without having to populate all required fields, specifically Designations. Occassionally, the representative doing the imports does not have all of the necessary information a...0 Reviewed: Voting Open
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Develop import for Communications
An import for Communications would be really helpful. We often manipulate mail lists outside of CRM so much that the Correspondence function does not work for us.1
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Improve the dedupe process
The Dedupe process does not check if there more than 3 duplicate records. Also while merging it should allow users to choose which fields if there is a conflict.0
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attribute filter
On the constituent attribute tab it would be nice to be able to filter on category and/or attribute group0 Reviewed: Voting Open
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allow us to format the text of an email alert as you would with Outlook (font, size, etc.).
This could be linked to the request for the same thing in interactions. Thank you!0 Reviewed: Voting Open
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allow Generate Revenue Update Batch to honor defaults set up in batch template.
The Generate Revenue Update Batch (GRUB) is used to adjust multiple transactions at once. When setting up the GRUB, a Revenue Update Batch (RUB) Template is required so it knows what kind of batch you want the adjustments created in. The RUB Templ...3 Reviewed: Voting Open
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Add the revenue type of 'Planned gift addition' to Solicitor Credit Rules
Currently, under Solicitor Credit Rules in Major Giving Setup, if you choose 'Yes' to have solicitor credit applied to planned gifts, it does not extend to planned gift additions. This requires solicitor credit to be added manually for any planned...0 Reviewed: Voting Open
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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...0 Reviewed: Voting Open