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allow DIY forms to allow more phone number types to be added from the system defined fields.
Currently if you want your form to populate more phone numbers you would have to create UDFs, these UDFs would be different from the system defined fields and therefore you could have duplicate information or confusion on where to find phone numbers.0 Reviewed: Voting Open
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Prospect Tile needs Option to Include Prospect Plan Participants
Prospect Plan Participants can go by unnoticed if the CRM user is used to depending on the Prospect tile to notify them of an overview of a Prospect Plan. Can you find a way designate Prospect Plan Participants using the Prospect tile?1 Reviewed: Voting Open
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Custom RSS Feed Templates for Event Calendar
Currently when publishing BBIS Calendar Events for RSS you get forced to use one very inefficient and highly unusable RSS template. For example the Date, Time and Time zone are all smashed into 1 tag which makes is useless when attempting to displ...0 Reviewed: Voting Open
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Add the ability to query on the 'Status' filter on the Direct Marketing Efforts page
This would make the process of reviewing the status of all marketing efforts easy and straightforward within DARS rather than having to export the list and manually filter the results.0 Reviewed: Voting Open
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Add more deceased fields to constituent update batches
When I get a file of deceased donors from a mail house, I need to be able to globally mark them as deceased. I see that I can import them to a constituent update batch, but that only the "is deceased" and the "deceased date" fields are available. ...0 Reviewed: Voting Open
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Add functionality to control visibility of Web Dashboard folders
My organization would like to permission out accessibility to Web Dashboard folders and pages. We can control access to pages but folder permissions do not include view options meaning that every user can see that folders exist and open them.1 Reviewed: Voting Open
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New Event Registration form should provide an alert if the user does not add the email field - this prevents the Acknowledgement email from sending.
When using the new event registration form, users have the ability to exclude email when registering for an event. If you chose to exclude the email field the Acknowledgement email does not send. It would be helpful if users are provided an alert ...0 Reviewed: Voting Open
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Provide improved table descriptions in the Infinitity Tech Reference
The "Report Technical Specification BBCRM Reporting Extension" list the main source tables, but the comments for the table and the description available in the Blackbaud Technical reference are to generic to truly understand what goes into a given...0 Reviewed: Voting Open
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Classify Direct Marketing Emails (Emails from a marketing effort) as general purpose emails so they can be viewed in CRM > Administration > Email Services > Email Jobs
Currently, direct marketing email messages, email messages sent from a marketing effort, are not classified as general purpose emails or transactional emails so the email jobs cannot be viewed/accessed/or even canceled if desired from CRM > Adm...0 Reviewed: Voting Open
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Map the new sustainer likelihood score in the Model Score Update Batch fields
After an organization has received a Target Analytics data file, it can be imported using a Model Scores and Ratings Update batch. There is not currently a field for Sustainer likelihood. It is recommended that Sustainer likelihood be added into t...0 Reviewed: Voting Open