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Better visibility of existing job schedules
In the interests of avoiding record locking with secondary tasks a client would like to be able to see an alert/info box when saving a new job that it clashes with the time of an existing job A visualisation or time line when jobs are running and ...1 Reviewed: Voting Open
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The ability to link recurring gifts to opportunities
There are now additional types of revenue that you can link to opportunities in order to track high-impact donations. Previously, Blackbaud CRM allowed you to associate pledges and donations with an opportunity to signify the level of fulfillment ...13 Reviewed: Voting Open
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I suggest that you add Logon Hours permissions, so I can comply with FLSA laws for non-exempt staff access
We legally need to restrict access to CRM to non-exempt staff outside of normal business hours, however you do not offer Logon Hours permissions per user/group.0 Reviewed: Voting Open
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Expand the Global Change capabilities (maybe to the same level as RE...?)
The Global Changes available are very limited, especially compared to RE. It would greatly facilitate a lot of data clean-up if the Global Change capabilities were expanded.7 Reviewed: Voting Open
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Add the ability to search for data in committed and uncommitted batches
We have large batches with upwards of thousands of records and many pages. It is difficult to find a specific transaction to review or update. You have to scroll and go from page to page to find the records. It would be great to add search criteri...3 Reviewed: Voting Open
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create functionality to allow users to import survey results via batch
Survey results can currently be added manually to a constituent record, but unless they come from BBIS you are not able to import a group of survey results. It would save time to be able to import survey results into a constituent update batch or ...0 Reviewed: Voting Open
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Show commitment past-due amounts in batch so overpayment can be more efficiently applied
Let's create this scenario: A donor has two commitments. Both have monthly installment amounts of $5 and one is one month past-due. To catch-up on payments for both commitments, the donor makes a payment of $15; $10 to be applied to the past-due c...5 Reviewed: Voting Open
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Make it easier to find where Attribute Categories are in use in query, export definitions, etc.
We cannot rename attributes in use. We cannot find where the attributes are in use. We cannot inactivate attribute categories. Once in place, we need more flexibility to change them.3 Reviewed: Voting Open
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add functionality to stop a queue when exception is thrown by a step
Currently we can set queues to stop on failure if they encounter an error. If a process encounters an exception it is not viewed by the queue/sql job as an error and the queue continues to the next step. We would like to add an option to stop sub ...2 Reviewed: Voting Open
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Enhanced Revenue Batch - Allow customer specific errors
We need a way to add our own specific business rules to the Enhanced Revenue batch entry. Currently, we have our business rules coded as 'errors' on our custom Gift Batch Proof list. However, we would much prefer to have our business rule violatio...1 Reviewed: Voting Open