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Add fields to Constituent Query Prospect Plans/Steps node for Category and Subcategory
The query node is missing two fundamental fields - Category and Subcategory. Completed is another missing field, but at least Status can tell us that.1 Reviewed: Voting Open
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Export Definitions Form - on small screens
It would be useful when editing export definitions to have a variable sized form that when accessed via small sized screens (Laptops for example), an option is available to scroll down to access the save button. As you can see from the attached, i...0 Reviewed: Voting Open
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Add user-configurable standardization options for names in the "Correct capitalization in name and address fields" feature
Currently, with Constituent data hygiene >> Correct capitalization in name and address fields enabled, conjunctions are automatically capitalized. Users must manually edit words such as "and" to set them to lowercase. While this is a low im...0 Reviewed: Voting Open
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Consider switching BBDW cubes from MDM to Tabular model
The out of the box data warehouse jobs create the MDM-style of SASS cubes. Please consider making it an option to create Tabular-style instead of MDM-style. This will make it much easier to build aggregate reports off of the tabular cubes and, mos...1 Reviewed: Voting Open
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Add revenue category to the membership functional area.
Currently, there isn't away to use the membership functional area if your GL uses revenue category as a building block. Blackbaud CRM doesn't currently have a way to add a revenue category at the point of creation of a membership program or at the...1 Reviewed: Voting Open
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In the event module, we would like to be able to filter the Invitees list on an invitation
In the event module, we would like to be able to filter the Invitees list on an invitation and be able to mark the filtered results for individual not registered to mark the remaining individual via checkbox and mark them as Declined in mass update.0 Reviewed: Voting Open
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consider write-offs in the Giving List report.
The ability to include/exclude write-off amounts in the giving list amount raised total to get a more accurate account of total giving.0 Reviewed: Voting Open
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Ability to Create Custom Funcational Areas and hide out of box ones to certain groups
I want the ability to create our own functional area and hide the out of box one from the Development staff. If you grant any of the tasks from the Constituent functional area on another custom created Functional Area, the user will have access ...0 Reviewed: Voting Open
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Add functionality allowing prospect plans to be merged
My organization would like the ability to merge multiple prospect plans. We have prospects with multiple plans, but in reality all the steps, interactions, etc. should be on one plan.0 Reviewed: Voting Open
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Specify relationships that appear on BBIS event registration form
I know that R&D is currently fixing the functionality on the BBIS event registration form that allows a registrant to identify their guest(s) based on relationships recorded in BBCRM. However, it would be great if we can specify the type of re...0 Reviewed: Voting Open