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Improve Constituent matching algorithm
The current rules for calculation of 'Constituent matching' are heavily weighted towards mail addresses and don't seem to take email addresses or phone numbers into account nearly enough. According to https://webfiles.blackbaud.com/support/howto/c...0 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 ...14 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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Make restricting Exports Easier
the ability to remove access to exports in admin, efforts, datalists etc exists but you have to do them one by one. A central method for managing who can and cannot export what type of data would be great3 Reviewed: Voting Open
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Include a dark mode for bbcrm
For those with light sensitivity including those with concussions, a dark mode is needed.4 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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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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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