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Recent
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65
Vote
Create a way to "Hold" a Sponsorship and/or Sponsorship Recurring Gift.
A Sponsorship Recurring Gift does not allow the Status to be edited at all. This seems fair, as the Sponsorship Recurring Gift should be controlled from the Sponsorship. You can edit the Status of a Recurring Gift to be “Held”. This is great, as...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Recurring Gifts / Sponsorship
1
Reviewed: Voting Open
65
Vote
Build in validation of zip, city & state when new address is added
It would be nice if BBEC could validate newly added / edited address, and display a warning message / error, if the combination of zip / city / state doesn't match combinations saved in the "ZIPCITYSTATE" table.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
0
Reviewed: Voting Open
39
Vote
Self-service Backup requests
Wouldn't it be great if admins could request/produce a full backup of their environments from the application interface? To have that backup delivered directly into the authorized FTP user account at the push of a button! With our current business...
Created 13 Mar 21:46 by Cheryl Blawusch
Blackbaud CRM / System Admin Utilities
3
Reviewed: Voting Open
15
Vote
Add the ability to inactivate Acknowledgement Processes.
Instead of having to delete Acknowledgement Processes it would be helpful if we could set them to an inactive state.
Created 13 Sep 20:42 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
61
Vote
Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Interactions
4
Reviewed: Voting Open
10
Vote
Add the ability to alert users if they already have an item in their shopping cart on Event Registration Form (classic)
On Event Registration Form (classic) user experience an 'Unable to load data list' error' when there is something in the cart and the same person tries to register again. If they register as a new individual it works without error. The hope is tha...
Created 31 May 14:58 by Guest
BBIS / Events
0
Reviewed: Voting Open
58
Vote
On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.
Created 17 Mar 21:07 by Allen Roth
Blackbaud CRM / Events
2
Reviewed: Voting Open
2
Vote
Add a task option to unlock and/or force rotate the readonly DB account
Add a task option to unlock and/or force rotate the readonly DB account from within the CRM Cloud Portal. Currently password rotation day results in a day of waiting for the account to unlock as it it updated with the services/users that are using...
Created 05 Aug 14:10 by Michael McCarty
Blackbaud CRM / Cloud Portal
0
Reviewed: Voting Open
40
Vote
Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ...
Created 26 Oct 19:52 by Allen Roth
Blackbaud CRM / Personal Biographical
1
Reviewed: Voting Open
61
Vote
Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
5
Reviewed: Voting Open
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