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add the option to block the ability to add prospect plans for prospect managers with end dates
Please add the option to block the ability to add prospect plans for prospect managers with end dates.0 Reviewed: Voting Open
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Archiving constituent appeals - Any roadmap for this?
This table has over 1b rows on it. This causes performance, space, and other issues in the application. We would like to explore archiving some data and then having a tab available to view this data. Any ideas, comments, suggestions are welcome.1 Reviewed: Voting Open
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Revenue Adjustment Batch - Allow user to enter or PASTE rev #
In a Revenue Adjustment/Update batch it would be great if the user could type the rev # into the field rather than having to search, tab down several fields, enter it, and then click enter. It would save lots of clicks. As an additional benefit, i...0 Reviewed: Voting Open
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Revenue History - Show rev# in the green arrow drop-down window
One of the fields users are looking for often when they go to the Revenue History is the rev # it would be great in the new 4.0 design, if the rev# was added to the green drop-down button next to the gift that is being reviewed. Even better is if ... -
ability to test auto-match certainty
- ex: you can see if 95% would catch "Bobby/Robert" vs 85%, etc.0 Reviewed: Voting Open
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Donors to be able to update the status of reoccurring gifts through BBIS, in BBCRM.
When clients cards get declined their reoccurring gifts get changed to a terminated status. They can then not change the status after updating their card information.0 Reviewed: Voting Open
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Wealth Screening should not automatically update blank fields in the database
Currently when manually processing a Wealth Screening if a field is blank in the Blackbaud CRM database but the field exists in the Biographical wealth screening information the field will automatically be updated in CRM. The business user is not ...0 Reviewed: Voting Open
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Email Job ID made available in front-end of BBIS
As of right now, we can't track down, beyond a doubt, a specific email job if anything goes awry. Blackbaud Hosting can only search for an email based on subject line and time stamp--and the email server is shared by all Blackbaud clients. This mi...0 Reviewed: Voting Open
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Allow user to select the constituent when multiple matches are found above duplicate matching threshold
When adding information via a Batch (such as Enhanced Revenue or Constituent Update), duplicates are determined by the settings specified by the user. There is a threshold percent in which records are automatically added as a match, and a range wh...
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Reviewed: Voting Open
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Display Stewardship plan's Plan Type under the Plan data list view
Unlike Major Gift plan's plan type, Stewardship Plan Types are not displayed in the data list0 Reviewed: Voting Open