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14
Vote
Ability to merge duplicate memberships
In many cases some users have entered multiple memberships with revenue attached to each one. There's need to merge the two membership records one with all revenue tied a single membership.
Created 29 Jun 13:22 by Zar Castillo
Blackbaud CRM / Memberships
1
Reviewed: Voting Open
14
Vote
Show event invitations (either mailings or email) on CRM Planning Calendar
Mass communication efforts can be immediately on top of one another without any indication of the volume of messages going out from the organization because ALL communications aren't tracked on the central Planning Calendar. This very useful centr...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
14
Vote
Auto-populate add form when no search is found
When searching for a constituent, and no constituent is found, a user is directed to click 'Add'. It would be nice if the search fields that were populated were already populated on the add form.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
14
Vote
Allow Documentation in Constituent Update Batch
in Constituent update batch, allow Documents - medial links and attachements to be uploaded/imported.
Created 29 Jun 13:20 by Phil Higgs
Blackbaud CRM / Batch
1
Reviewed: Voting Open
14
Vote
Add Tab in Edit Address window that allows users to select any or all members of a Household, Group or Organization to apply changes to.
Add a tab in the Edit Address window listing all members of a Household, Group or Organization giving the user the ability to select via a check box specific members or all members to apply the address change or new address to. In some circums...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Contact Information / Households
0
Reviewed: Voting Open
14
Vote
implement user defined constituencies permissions
At the moment permissions can only be set for system defined constituencies. Could this be extended to indvidual user defined constituencies (similar to attributes)?
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Education Information
0
Reviewed: Voting Open
14
Vote
BBEC/BBIS Event Calendar Integration
We would like the events present in the BBEC Event Calendar to pull through in to the BBIS Event Calendar with users still having the option on which ones to display. At the moment it's time consuming having to add the events separately in BBIS.
Created 29 Jun 13:20 by Guest
BBIS / BBIS / Events
3
Reviewed: Voting Open
14
Vote
Ability to automate/script loading of customizations
Goal of this ability is to eventually be able to automate deployment and automate testing thereafter in a non-interactive mode. Which if that is not possible, it would still be helpful to not have to login to apply customizations to an environment...
Created 29 Jun 13:18 by Guest
Blackbaud CRM / Global Change
1
Reviewed: Voting Open
2
Vote
Add the ability to query on how many days are left before an Application User's password is set to expire.
It would be beneficial for users to have the ability to query on how many days are left before their Application User password is set to expire. Potentially this could be a field added to the Application User or Application User Password Reset Req...
Created 23 Jan 14:17 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
8
Vote
Create a functionality that would remove deceased individuals from research lists if checked
Add a checkbox when creating a research list - "automatically remove deceased individuals? Y/N". This way if someone uploads a selection that contains deceased IDs in order to populate a research list, the deceased individuals won't be screened. A...
Created 11 Apr 19:31 by C O
Blackbaud CRM / Constituents
0
Reviewed: Voting Open
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