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Vote
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.
Created 16 Sep 12:45 by Trit Mulligan
Blackbaud CRM / Administration / Global Change
0
Reviewed: Voting Open
8
Vote
Option to have Adjustment Post Date default either to the current date or original post date
We distribute certain revenue reports based on their post date.
Created 01 Sep 13:25 by Guest
Blackbaud CRM / Batch / Gift Processing
5
Reviewed: Voting Open
9
Vote
create a way for users to assign prospect funding interests in bulk via import
We need to add funding interests to multiple prospect records in bulk. There currently isn't a batch, import, or global change that allows us to accomplish this.
Created 12 Aug 19:01 by Guest
Blackbaud CRM / Import / Prospect
1
Reviewed: Voting Open
44
Vote
Delete Code Tables
Code Tables can came over through conversion that are no longer used. It would be helpful to be able to delete these tables for overall better data hygiene. If not this should be highlighted during the implementation process so organizations know ...
Created 21 Jul 20:57 by Guest
Blackbaud CRM / Administration
8
Reviewed: Voting Open
4
Vote
Allow Start and End Date to be entered for attribute extension form
I'm submitting this request on behalf of ELCA. It's great that an attribute extension form can be created and attached to an existing data entry form. However, when you do this you cannot enter the start or end dates for the attribute value. The ...
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Attributes
2
Reviewed: Voting Open
2
Vote
the ability to check finder AND source upon import
Need to make sure when a finder come in upon import that it matches on the source code as well.
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Import / Marketing and Communications
0
Reviewed: Voting Open
7
Vote
allow users to import revenue transactions to campaigns that aren't defaulted on the designation.
Currently when importing transactions you cannot specify the campaign to associate with a transaction if it differs from the one on the designation. This can be done manually in the batch - we would like the ability to do this to a large number of...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Campaign / Import / Revenue
1
Reviewed: Voting Open
26
Vote
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.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Global Change / Interactions
3
Reviewed: Voting Open
23
Vote
unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import
3
Reviewed: Voting Open
13
Vote
on Model Scores and Ratings, add checkbox to "Add a model scores and ratings attribute" to add to spouse
On Wealth and Ratings Page>Model Scores and Ratings – Add a model scores and ratings attribute – give us a checkbox for “add this attribute to spouse.”
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Attributes / Wealth and Ratings
0
Reviewed: Voting Open
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