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Recent
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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
10
Vote
Add the ability to modify the display MM/DD/YYYY for Revenue Date Merge Field?
When using an export definition for a BBIS message, the format displays with the time, example: MM/DD/YYY 12:00 PM . We would like the option to remove the time and only show the Date, MM/DD/YYYY.
Created 10 Jan 20:00 by Guest
BBIS / Email
0
Reviewed: Voting Open
10
Vote
Archive or mark Marketing Efforts as Inactive
My organization has way too many marketing efforts as the years go by. We would love the ability to archive them in some fashion or make them inactive so they don't appear in normal searches or in the marketing efforts list unless you are specific...
Created 06 Jan 00:14 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
44
Vote
Show commitment past-due amounts in batch so overpayment can be more efficiently applied
Let's create this scenario: A donor has two commitments. Both have monthly installment amounts of $5 and one is one month past-due. To catch-up on payments for both commitments, the donor makes a payment of $15; $10 to be applied to the past-due ...
Created 22 Jan 20:29 by Guest
Blackbaud CRM / Batch
5
Reviewed: Voting Open
16
Vote
alert users that a scheduled job exists when deleting a queue
when a user deletes a queue with a scheduled job the job becomes orphaned. There is no prompt when deleting the queue to advise of the existance of the job. The job has to be deleted from administration > buisness processes > scheduled jobs ...
Created 11 Feb 07:34 by Lewis Cole
Blackbaud CRM / Administration
0
Reviewed: Voting Open
24
Vote
Make it easier to find where Attribute Categories are in use in query, export definitions, etc.
We cannot rename attributes in use. We cannot find where the attributes are in use. We cannot inactivate attribute categories. Once in place, we need more flexibility to change them.
Created 23 Nov 21:13 by Lindsay Gunnarsen
Blackbaud CRM / Attributes
3
Reviewed: Voting Open
32
Vote
Add reason for Do not send mail to this address when adding a new address
When you add a new address to a constituent record, it allows you to pick the old address that the person moved/changed from. CRM automatically adds an end date and automatically checks "Do not send mail to this address" but it doesn't allow you t...
Created 10 Sep 18:25 by Linda Arocho
Blackbaud CRM / Constituents
2
Reviewed: Voting Open
60
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
60
Vote
If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Personal Biographical
2
Reviewed: Voting Open
25
Vote
Add 'Virtual Meeting' as a Contact Method for Interactions & Plan Steps
‘Virtual Meetings’ are the new-norm for most of the fundraisers and they are distinct from 'Phone' or 'Email' as they are more personal (but also different from 'In Person'. It would be valuable to be able to distinguish these types of meetings.
Created 10 Sep 18:26 by Guest
Blackbaud CRM / Interactions
0
Reviewed: Voting Open
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