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Recent
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9
Vote
create functionality to render constituent photos in query results and other parts of the program
We want get a list of all prospects with their pictures without having to write a customization. A constituent query allows you to output the photo, but it's just a varbinary string of characters and not the photo. We would like the ability to ren...
Created 14 Oct 20:28 by Guest
Blackbaud CRM / Query
1
Reviewed: Voting Open
7
Vote
Ability to add suppression file for email
It would be nice to be able to upload a .csv file of email addresses to create a suppression list for BBIS. We would like to move over from other email systems and have people that have opt-ed out of emails but we do not have any information other...
Created 17 Oct 18:06 by Guest
BBIS / Email
2
Reviewed: Voting Open
8
Vote
Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...
Created 11 Oct 23:22 by Guest
Blackbaud CRM / Duplicate Management / Households
0
Reviewed: Voting Open
8
Vote
Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...
Created 11 Oct 16:42 by Etai Dori
Blackbaud CRM / Batch / Search
0
Reviewed: Voting Open
7
Vote
Pending Activity- Add City and State columns
Adding these columns would help our Development and Prospect Staff with managing activity based upon where travel is planned. Until we do our own data list to correct this, our teams are adding the name of the city or state to the objective so the...
Created 16 Oct 19:08 by Kerry Acker
Blackbaud CRM / My Fundraiser Page
1
Reviewed: Voting Open
9
Vote
create a process to assign a step to multiple existing prospect plans
We are requesting a process to assign a step in bulk to multiple plans owned by different prospect managers. For example, 'follow-up with prospect after an event."
Created 01 Oct 18:03 by Guest
Blackbaud CRM / Prospect
2
Reviewed: Voting Open
1
Vote
Paste multiple values into a smart query
We would like to be able to cut and paste values into ‘One of’ criteria in smart queries, as can be done in ad-hoc queries (see https://bbcrm.ideas.aha.io/ideas/CRM-I-264)
Created 17 Nov 10:16 by Alan French
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
FQDN or single IP Address for REST API
As it stands, FQDN is not a possibility. Also, there isn't a single IP Address for REST API. This makes it difficult to establish API calls for on premise instances of Blackbaud CRM that are behind a firewall.
Created 01 Nov 10:57 by Scott Douglas
Blackbaud CRM / REST API
0
Reviewed: Voting Open
8
Vote
Add text box/HTML capability to Page Designer
It would be really useful if the BBCRM Page Designer (advanced config) allowed for the placement of boxes of text (or HTML) so that we could include instructions and links to resources, in pages we've designed. The particular case in point is that...
Created 19 Sep 23:57 by David Wanless
Blackbaud CRM / System Admin Utilities
0
Reviewed: Voting Open
4
Vote
Manage Correspondence: add column filters to both "Correspondence List" and "Correspondence Codes" tabs
For the Manage Correspondence screen: add column filters to both "Correspondence List" and "Correspondence Codes" tabs, just like you have for Information Library. We have enough correspondence processes and codes to make such filtering very helpful.
Created 21 Oct 18:52 by David Abramsky
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
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