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Recent
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2
Vote
Remove references to unsupported Yahoo Widgets
CRM still has integrations with KPIs and Yahoo Widgets. The Widget Engine is no longer supported by Yahoo. Google searches to find the Widget Engine mostly direct users to sites with applications that have embedded Malware (i.e. softonic.comc=). S...
Created 27 Jan 19:04 by Greg Harmelink
Blackbaud CRM / Administration
0
1
Vote
Don't limit the number of characters for the mission statement on the EmailFinder opt out message
When trying to submit an EmailFinder search through Data Tune Up in CRM, you are required to put in your mission statement. Unfortunately the number of characters is limited and if your mission statement is more than 2 sentences you are not able t...
Created 30 Dec 19:40 by Missy Egelhoff
Blackbaud CRM / Administration
0
Reviewed: Voting Open
2
Vote
Import a large number of individuals and positions into an organization hierarchy via a CSV or Excel file
It would be helpful to enable an import of a large number of individuals and positions into an organization hierarchy via a CSV or Excel file. It helps when setting up the fundraisers initially or if there are a large number of updates that one ne...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Import
0
2
Vote
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 ...
Created 04 Nov 21:17 by Guest
Blackbaud CRM / Site Security / Wealth and Ratings
0
2
Vote
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...
Created 26 Oct 17:04 by Heather Johnson
Blackbaud CRM / Batch
2
2
Vote
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 ...
Created 01 Oct 16:31 by M. Bongiovanni
Blackbaud CRM / Batch
0
Will not implement
2
Vote
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.
Created 10 Sep 19:11 by Guest
Blackbaud CRM / Batch / Recurring Gifts
0
1
Vote
Support OneDrive for file uploads
our entire infrastructure relies on OneDrive/Sharepoint environments. Please support uploading directly from mapped sharepoint drives to Blackbaud.
Created 19 Oct 14:55 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
2
Vote
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's
Created 29 Jul 09:37 by Guest
Blackbaud CRM / Administration
0
2
Vote
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."
Created 23 Jul 21:59 by Guest
Blackbaud CRM / Batch / Memberships
1
Will not implement
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