-
Make Wealth & Ratings Data integrate with CRM Site Security
Users from different sites are unable to track WealthPoint searches by Site within Blackbaud CRM when using Site Security Certain parts within Wealth and Ratings Data are also not site-secure WealthPoint Screening History Tab WealthPoint Data ...0
-
Do not update collection fields in constituent update batch if no field values have been changed
When loading a constituent with addresses/emails/phones in a constituent update batch row, the existing contact info records are defaulted into the corresponding CUB collection fields. When a user commits the CUB without changing any of the record...
2
-
Allow users to insert a line in the middle of the batch
Currently, you are unable to insert a row inbetween other rows. This was a feature in Raiser's Edge that was very useful because we usually would want to have our information in the order it comes it. It makes finding information within the batch ...0 Will not implement
-
pull the appeal from a recurring gift to the corresponding EFT payment in batch
When adding a payment batch through EFT, it will pull the recurring gift that it corresponds to, but it doesn't fill in the appeal to match the recurring gift appeal.0
-
Add Marketing Efforts to the list of options within the Config Tool so they can be simply transferred across environments
To support testing across multiple environments it would be helpful if the list of elements that can be simply transferred was extended to include ME's0
-
Cannot give two gift memberships to the same recipient in the same Membership Dues Batch
System does not allow commit when the same person is given more than one gift membership (and/or Adopt-a-something) in the same batch. Error message is "You cannot enter the same membership transaction in a batch more than once."1 Will not implement
-
Surface attributes that use the constituent search on the constituent record
When creating an attribute it may be set up so that you can search for a constituent to connect to that attribute. But the attribute does not show up on the constituents record. For instance we have an attribute on event records that adds the cons...1 Will not implement
-
search global changes
Idea Bank - UI Inconsistency When Searching Could you please standardize your user interface so that it is consistent in the terms of the filters allowed for Searching? For instance when you search queries you can search by name and the person wh...0
-
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.0 Reviewed: Voting Open
-
Add tribute search by look-up id
During batch entry, we'd like the ability to search for tributes (in the tribute search screen) by look-up id.1 Reviewed: Voting Open