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Add 'Inactive date' field to constituent record
In order to determine whether to remove the Inactive flag on a supporter's record when there is some activity (e.g., revenue, an inbound interaction) it would be very helpful to be able to see when a record was marked Inactive. So, please add an '...0 Reviewed: Voting Open
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Add the ability to change the default for the 'Refund on Save' check box for CRM edit payment adjustments
The Refund card on save checkbox appears if the gateway that processed the credit card supports refunds. This checkbox appears when you edit a payment by credit card that has been processed through the Blackbaud Payment Service. By default, in CRM...0 Reviewed: Voting Open
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Add new tick box option for 'Copy primary address to spouse's record' to the Manage Life Changes page.
Two new options were added to the Manage Life Changes page so users can select whether primary phone numbers and primary email addresses should be copied to spouse records or not. However, the primary address is still copied over automatically to ...0 Reviewed: Voting Open
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Show the registration option on the event registrants tab so its clear to see which ticket type they bought
In the registrations tab of events you can see which type of ticket they have bought but not which option ie. standin/seating/complimentary/guest ticket. This means you have to set up a seperate query in order to view the options people have made....0 Reviewed: Voting Open
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Add the ability to edit the Site on a Stewardship Plan in bulk
It may be necessary to change the Site on Stewardship Plans on multiple records at once. There doesn't appear to be a way to do this via Global Change or in the Manage Stewardship Plans area in Prospects. -
BBCRM should predefine all Country and State information
It would be beneficial if BBCRM had the ability of predefining/populating country and state information. It would also be helpful if CRM had the option to import countries with pre-populated states/counties/provinces. Currently users must manually...0 Reviewed: Voting Open
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Enhance search feature for linking associated revenue to an opportunity
Currently, it takes multiple click throughs and manual entry of either a name or ID number to find the record that needs to have revenue linked (when doing outside of gift processing). It would make more sense to default to the record that owns th...0 Reviewed: Voting Open
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Allow for email type selection for address processing within Direct Marketing Effort
Within a Direct Marketing Effort > Effort Settings > Address Processing > Address Processing Options, you can select different address types for constituent mailings. EXCEPT email address types are not being pulled in here (nor can you se...0 Reviewed: Voting Open
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Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs
My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code...0 Reviewed: Voting Open
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Allow Keyboard Shortcuts for accessibility purposes for BBCRM
A number of users have requested if Keyboard shortcuts could be added to BBCRM, for example closing down pop-ups from notes and documentation area by pressing ESC (similar to other forms).0 Reviewed: Voting Open