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4
Vote
Add the department field to the business tab in the add an individual form
Currently most employed constituents, linked to organisations, will need to have a job title and department defined. The business tab in the add an individual form currently only shows job title of these 2 fields which means that the record needs ...
Created 16 Feb 12:30 by Adam Kendall
Blackbaud CRM / Constituents
0
Will not implement
4
Vote
Allow the application to successfully interpret Word quotation mark/apostrohe formatting.
When copy/pasting a constituent name from Word that has an apostrophe (e.g. O'Donnell) into a search field, the application does not interpret the Word formatting and returns no results. This can cause duplicate records to be created.
Created 21 Jan 18:40 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
4
Vote
Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual.
Created 07 Jan 16:31 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
4
Vote
Education tile - Involvement
Add Education Involvement to the Education tile with arrows to scroll through the multiple involvements or create a separate Education involvement tile. This would help our Athletics department see Athletic type involvements (Letter winner) at a g...
Created 09 Nov 13:56 by Guest
Blackbaud CRM
0
Will not implement
4
Vote
Batch - Add Export option to navigation pane outside of batch
On the new batch view, it would be great if EXPORT was an option outside of the batch. When the user clicks the green arrow next to the batch, export can be an option. This will allow the user to export without clicking into the batch.
Created 09 Nov 13:56 by Guest
Blackbaud CRM
0
Will not implement
4
Vote
Use first and last name for guest on event registration tab
On the event registration tab, the Guest Name uses a name format rather than the first and last name fields, causing some performance impact. Registrant records use first, last name format. Can this be changed to be consistent between the two?
Created 26 Oct 19:45 by Heather Johnson
Blackbaud CRM / Events
0
Will not implement
4
Vote
have a process to bulk add/remove sponsorship opportunities to and from pending status
There should be a process or two processes which should allow users to change the eligibility of a sponsorship opportunity from Eligible to Pending or Pending to Eligible in bulk.
Created 19 Oct 20:00 by Asif Siddiqui
Blackbaud CRM / Sponsorship
0
Will not implement
2
Vote
Add Interaction Tab to Event Records - Ability to see all interactions from constituent records that have selected that event
There is the ability to select an event record when adding an Interaction. It would be nice to have a tab on the Event Record to list all interactions that are connected to that specific event
Created 21 Mar 00:36 by Christy Wilson
Blackbaud CRM / Events
1
Will not implement
4
Vote
allow the option for Auction Purchases to be added via revenue batch thus not requiring AuctionMaestro Pro for auction purchase data entry.
allow the option for Auction Purchases to be added via revenue batch
Created 29 Jun 13:26 by Guest
Blackbaud CRM
1
Will not implement
4
Vote
Video and audio compatibility in BBIS
We are in the process of transferring one of our website from its hand-coded iteration into NetCommunity. We upload video to Amazon cloudfront as mp4. JW Player (from LongTail Video) is installed on the server to play mp4s. In NetCommunity there i...
Created 29 Jun 13:26 by Guest
BBIS / BBIS
0
Will not implement
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