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be able to export an image or profile picture from the constituent's record
It would be great to make images stored on a constituent's profile accessible via export, so that conditional content could be displayed in an email. For instance, if we wanted to display the photo of a prospect manager in an email to a prospect. ...0 Reviewed: Voting Open
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Please enable TEST eDMs to be distinguisable from REAL eDMs and the market identifiable
It would be really helpful if it would be possible to distinguish between test eDMs and real eDMs. Also the market each eDm relates to. At the moment this is not possible which means recipients don't know if they are receiving a test email to comm...0
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Ability to add email addresss or phone number to BBIS Email Notification
When confirming the CRM ID # within CRM -- only having the donor's address sometimes is not enough information. Another identifier would be helpful. All those that enter gifts would benefit from this extra bit of processing information.0 Reviewed: Voting Open
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add a flag for 'does not have children'
In thinking about planned giving, it would be great to know that if an officer has direct knowledge of a prospect’s lack of children, there would be a way to capture that information.0
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Merging duplicate Constituents - Relationship Manager issues
When merging duplicate Constituents the 'Constituent Relationship Manager' from the Source does not transfer over to the Target.0
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Primary business check box
When you add an individual and then go to the Business tab to add business information, there is no checkbox for “This is the primary business for ….” However, if you edit the business relationship for a constituent, you DO see this checkbox. Shou...0
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Documentation Summary capture all documentation in a record
Documentation from Constituent, Plans, PGs and Interactions/Steps should be included in the Documentation Summary to save time when someone does not remember where they added a note or attachment. It should also enable the user to go directly to t...0
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allow email scheduling (i.e. from Event Invitations)
When creating event invitation or other email communications from Blackbaud CRM, you are required to send emails when you press the Send button. It would be great to be able to schedule emails for a later date/time so that users are not required t...0
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Allow option to make the communication tagging date consistent with the actual sent date when an email is scheduled for future date
When sending email via BBIS or BBCRM the, the email can be scheduled to be dispatched at a later date but the communication sent date is based on the day of the communication tagging is done. This makes some data in the Communications tab of a con...0 Reviewed: Voting Open
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Automatically add an end date on the primary business details of a constituent once constituent attribute "Career Status" is set to retired
Automatically add an end date on the primary business details of a constituent once constituent attribute "Career Status" is set to retired.0