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Add a save and a save and close functionality to the edit Organization hierarchy box
When you enter the edit hierarchy area (which works a bit better than the front end), it doesn’t save your work until you hit save and then it closes out entirely and you have to go back in and open up the hierarchy again to the location you were ...0 Reviewed: Voting Open
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Make Organization Hierarcy searchable / filterable
Not currently able to search for positions or fundraisers in Org Hierarchy. Would like to search current and historical fundraisers -
Add the ability to add a task that is a hyperlink to an external web page
It would be helpful to give users the ability to add a task that is a hyperlink to an external web page. For instance, they could have a landing page for a functional area and they could add a link that would take the user to a web page outside of...0 Reviewed: Voting Open
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Add Notification ability to Purpose/Designation records
When accessing a Purpose/Designation record, a pop-up notification would appear displaying important information for the record in question (identical to what is seen on a Constituent's record).1 Will not implement
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Dynamic dates (start, end, expected) for global changes
Interaction global changes are very useful for setting up reminders for managers when gifts come in. BUT the expected date needs to be changed every day! If there were an option to set to "today," this would be great!5 Reviewed: Voting Open
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Blackbaud ID Single Sign On SSO - Time Out Warning
Currently when our Blackbaud ID SSO session expires, we are logged out of Blackbaud immediately. However, current work is lost. We can click the button and log back. Many websites now will provide a short warning to see if you are still active. Ca...0 Reviewed: Voting Open
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Allow email alert text to be much larger
Our email alerts fail fairly frequently with the error 'The email body is too big. Please adjust the size of the email body. ' This is for quite small text contents, e.g., the Comments field from a single Interaction, even when it only contains 61...0 Reviewed: Voting Open
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Add spouse LookupID in revenue batch "Constituent Window".
Adding the spouse LookupID to a revenue batch would allow our accounting team to easily identify the exact spouse record and then apply spouse credit to the appropriate record. We're aware of the "Constituent Window" and Household member informati...0 Reviewed: Voting Open
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Create a global change to change designations on recurring gifts
Often we need to take a group of designations that have 3 or 4 levels in the designatation hierarchy and modify them. So e.g. OM NL/NL_abc/NL_support/xxxx OMNL/NL_abc/NL_support/yyyy OMNL/NL_abc/NL_support/zzz etc needs to have all recurring gif...1 Reviewed: Voting Open
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Add constituent update configuration option to import and batch handling that will both match incoming addresses/phones/emails to existing records and mark as primary
Current CRM constituent update batch import and template design only allows "new" addresses, phones, and emails to be marked as primary in batch. If an imported address matches to an existing address it is no longer considered a new record and can...0 Reviewed: Voting Open