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Add the ability to query Adjustment Batch Number from a Revenue query, under Revenue > Adjustment
We need the ability to pull the adjustment batch number in the same query - a revenue query - that we can pull information about the adjusted revenue transactions themselves. In a revenue query, under the revenue > attachment section, please ad...0 Reviewed: Voting Open
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Add Benefit Data to the data warehouse
Currently, part of the benefit data is in the data warehouse DIM_BENEFIT table, but there isn't any way to join it to the relevant revenue data that exists in the data warehouse. This data should be linked to the revenue data so that it can be inc...0 Reviewed: Voting Open
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Inactive and Deceased Constituents in Constituent Update Batch should be updateable including the addition of relationships
Deceased records are constantly touched by Planned Giving departments. Inactive records mean different things to different orgs and can still receive gifts and constituent info updates. We need to be able to update and add relationships to these c...1 Reviewed: Voting Open
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Allow admin to specify height and width when creating a custom tab section of type web page to show a web dashboard
Idea proposal - When showing a web dashboard in a custom tab section of type 'web page', please allow the admin to specify height and width of the section. We created a custom tab with multiple sections to act as our new default constituent page. ... -
Allow Benefits to leverage GL segment mapping, based on Designation, Purpose, and/or Event.
Although BCRM's built-in help files say that GL distributions for Benefit Items can leverage GL segment mapping for other segments in the GL string...it doesn't work. Our multi-site org needs to add specific Benefit Items to Event Registration opt...0 Reviewed: Voting Open
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Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.0 Reviewed: Voting Open
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Create a way to map sold stock to different accounts based on their application type.
Proceeds from stock sales for outright donations go to a different ledger than proceeds from stock sales that are funding a planned gift. CRM does not currently allow mapping for this functionality.0 Reviewed: Voting Open
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When adding a step to a Stewardship Plan, the Participants list should have a drop down for people on the plan
On a Major Giving Plan, when you select the participants on a plan step there is both a drop down (which includes all the people on the plan) and a search. However, for a stewardship plan there is only the search field when adding participants to ...0 Reviewed: Voting Open
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Allow for interaction attributes to be added to the Add StepForm.
Currently there is not a way add an Interaction Attribute to a step using an Attribute Form Extensions. This functionality exists for adding an interaction itself but not for a step even though a step is considered an interaction.2 Reviewed: Voting Open
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Allow Search Lists to return results based on sorting
The out of the box search lists in Blackbaud CRM by default return the first available results ascendingly, typically by the name field. At present, users can click on one of the result fields to reorganise the results in a ascending or descending...0 Reviewed: Voting Open