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Recent
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10
Vote
Allow tab functionality for the Subcategory field on Interactions and Prospect Plan steps during creation
When creating Interactions and Prospect Plan steps, the Subcategory field is skipped when using the Tab key on the keyboard; however, the Subcategory field is available for selection with a manual mouse click or by using the up/down arrow keys on ...
Created 04 Jan 20:09 by Guest
Blackbaud CRM / Interactions
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
6
Vote
Add options to the email and phone contact info tiles on constituent records to give the ability to add new phone and email records, just like we can with addresses.
It will allow us to more accurately archive historical information while also making it easier to add updated contact detail from the tile instead of navigating to the contact tab.
Created 25 Apr 18:33 by Lindsay Gunnarsen
Blackbaud CRM / Contact Information
0
Reviewed: Voting Open
5
Vote
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.
Created 05 Feb 23:41 by Daniel Robles
Blackbaud CRM / Reports
0
Reviewed: Voting Open
6
Vote
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.
Created 01 Apr 03:10 by David Wanless
Blackbaud CRM / Query
1
Reviewed: Voting Open
10
Vote
It would be nice to have a survey batch template.
It would be nice to be able to import website survey results en masse, like with a batch.
Created 09 Nov 13:56 by Don Willard
Blackbaud CRM
0
Reviewed: Voting Open
10
Vote
Recognition credit added to a pledge should get carried forward to pledge payments.
Recognition credits for a pledge based on the global setting or on the configuration on the constituent record carry forward to the pledge payments. However if the recognition credit is set on the pledge record, it does not carry forward to subseq...
Created 09 Nov 13:56 by Don Willard
Blackbaud CRM / Pledge / Recognition credit
1
Reviewed: Voting Open
10
Vote
Add Start Date and End Date Fields for the Interest Values on the Personal Info Tab
Donors and prospects frequently express their institution-related Interests to our staff and subsequently get invited to events and/or receive mailings around those topics. Often times these interests change over a period of time. Currently in CRM...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Personal Biographical
2
Reviewed: Voting Open
10
Vote
Add between field filter option for Date fields in Data lists
When creating a data list and setting up filter field options, it would be great to have a between option for date fields, so users could select a from and to date to filter the data returned in the list. Currently we have to add 2 dates - but get...
Created 09 Nov 13:56 by Guest
Blackbaud CRM
0
Reviewed: Voting Open
5
Vote
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.
Created 04 Feb 22:30 by Guest
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
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