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unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import
3
Reviewed: Voting Open
23
Vote
Make creating a notification on a note easier
When adding a note on the documentation screen, it would be a big timesaver if there was a box asking if we want to add a notification so we don’t have to create a gift note and then turn around and select the gift note and then add a notification.
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Administration
0
Reviewed: Voting Open
22
Vote
Allow the timeout on Data Lists to be configurable rather than hard coded
We have had lots of trouble with some of our more complex Data Lists timing out. They get the error "The operation has timed out". There is a two minute timeout, which we've been advised by Blackbaud support is hard coded into the system. We've pr...
Created 22 Feb 22:16 by David Wanless
Blackbaud CRM / Administration
1
Reviewed: Voting Open
22
Vote
Change the Tokenizer so it handles mixed files
The new Tokenizer built in to BBCRM can't handle files with both credit card rows and other rows. The old desktop app handled these reasonably well, as it had an option to only tokenise rows where a particular field (in our case 'Payment Method') ...
Created 05 Oct 23:37 by David Wanless
Blackbaud CRM / Import
0
Reviewed: Voting Open
22
Vote
Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect / Site Security
0
Reviewed: Voting Open
21
Vote
Improve user interface to assign System Roles to Application Users
At present it takes me about 5 minutes for each App User to assign their System Roles (typically between 20 and 30 different System Roles). This would be 10 to 20 times faster if you would please give us a better user interface for this task. Wha...
Created 28 Jul 03:27 by Tony Graddon
Blackbaud CRM / Security
1
Reviewed: Voting Open
21
Vote
Make the Giving List report Site Secure
Just recently moved to 4.0 and were excited to have the Giving list. Unfortunately it is not site secure would love for the giving list to be site secure so that only those sites can see there sites
Created 20 Jun 20:37 by Guest
Blackbaud CRM / Reports / Site Security
0
21
Vote
Add a Global Change definition to Add/Delete Sponsorship Opportunity/Child Attributes
We have Attributes on the Child records, but cannot update these via Global change. We'd like to be able to manipulate all Child records the same way Constituent records can be handled in Global Change, Import/Update batches.
Created 29 Jun 13:23 by Phil Higgs
Blackbaud CRM / Attributes / Global Change / Sponsorship
0
21
Vote
Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
0
Reviewed: Voting Open
21
Vote
import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
4
Reviewed: Voting Open
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