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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
29
Vote
Implement PowerBi SSRS instead of classic SSRS as a part of CRM
We run number of PowerBi dashboards through external PowerBi SSRS reporting services. It would be great to have SSRS reports and PowerBi dashboards in one place - available through CRM web interface. It will also promote proper security controls ...
Created 13 Jan 18:31 by Guest
Blackbaud CRM / Reports
1
Reviewed: Voting Open
56
Vote
Remove the requirement for Appeal when creating an email message
When creating a new Email message, the field for Appeal is required. Some organizations do not wish to use Appeals, and likewise would like to not be forced to set one when creating a new message.
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Email Marketing
1
Reviewed: Voting Open
58
Vote
Show which query an export process was tied to (at the time it was run) on the History tab
Currently, on an Export's history tab the system shows status, dates, number of records processed etc, with the option to download the output that corresponds to each particular run of the process. Because different queries can be used each time t...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
1
Vote
Add the ability to carry contact reports through multiple plans to follow the life cycle of a gift
Say I open a qualification plan on Jane Donor. I meet with Jane and record my contact reports in the plan. I discern she is a major gift level donor so I close the qual plan and open a major giving plan. The gift comes in and revenue hits the syst...
Created 06 Mar 19:21 by C O
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
53
Vote
allow users to remove a finder number from a posted payment.
Once a finder number is saved to a payment there isn't a way to remove it. You can change the constituent, but the finder number stays the same. You can try in batch, but finder number isn't editable in a revenue update batch. We need to change th...
Created 19 Feb 22:49 by Guest
Blackbaud CRM / Gift Processing
5
Reviewed: Voting Open
57
Vote
Clear/remove results from Recognition Programs
Give the ability to clear/remove results of a recognition Program on all records that have that recognition program. If was run there is no way to clear the results if the organization wanted to change or decided not to implement that program the ...
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Recognition Program
3
Reviewed: Voting Open
38
Vote
Create a Prospect Plan Step Update Batch similar to the Stewardship Plan Step Update Batch
My organization would like to be able to update existing prospect plan steps via batch import, just like you can for stewardship plan steps, using the Stewardship Plan Step Update batch type. Prospect plans are used by almost every organization, m...
Created 21 May 23:46 by Guest
Blackbaud CRM / Prospect Plan
3
Reviewed: Voting Open
36
Vote
Source Column in Event Invitation Process
In the event invitation process, the event coordinator can add individual constituents by selecting the record or multiple constituents by using a selection. After all the invitees have been added to the event, there is no way to tell how or why t...
Created 02 Aug 16:39 by Jessie Rader
Blackbaud CRM / Events
3
Reviewed: Voting Open
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