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allow Actual Date to be editable in Constituent Interaction Global Change
The Constituent Interaction Global change does not allow the Actual Date to be changed. The Actual Date is defaulted to the creation date of the Global Change and grayed out. The Expected Date is editable, but the Actual Date is not. So, this glob...3 Reviewed: Voting Open
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Use global change to add system-defined constituencies to records
Currently, there is a global change to add user-defined constituencies to records. However, there is no option to globally add system-defined constituencies, such as Volunteer. We'd like to be able to globally add these constituencies in Administr...1 Reviewed: Voting Open
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Generate Constituent Update Batch to allow Bulk Constituent Data Cleansing
Include a generate constituent updated batch process (similar to the generate revenue update batch process), which would allow a constituent update batch to be created from a selection within CRM. This would allow us to perform bulk data cleansin...0 Reviewed: Voting Open
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Improve process audit tracking
Improve tracking of processes that update data such that a user could trace an edit back to the specific run/instance of an import/batch or global update that updated a record.
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Reviewed: Voting Open
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allow users to globally delete constituent interactions
There currently is no global change that allows users to globally remove interactions from constituent records. We would like this functionality added to Blackbaud CRM.3 Reviewed: Voting Open
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Global changes needed for Volunteer area
We would need the following global changes to manage volunteer data, this is due to GDPR. - Inactivate volunteers in bulk - when volunteer has not been active for a certain time we need to end the volunteer constituency and volunteertypes in bul...0 Reviewed: Voting Open
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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.0 Reviewed: Voting Open
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Develop a way of adding a Gift Aid refund to multiple gifts at once
This would be particularly useful when dealing with recurring gifts with multiple transactions to save us updating the gifts one by one.0 Reviewed: Voting Open
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Delete interactions via a global change
Allow users the abiity to delete interactions via a global change. There ae times when interactions were added to constituent records via a global change in error.3 Reviewed: Voting Open
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Enhance filtering in the Business Process Output Delete global change
The "Business Process Output Delete" global change allows deleting various types of business process output. The business processes selection only allows a query view of type "Output Business Processes Query". This query view only allows filtering...1 Reviewed: Voting Open