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Add the ability to Query on recognition credit defaults & Globally Change defaults
Recognition Credit Defaults are set/viewable Info on the Recognition Default tab when on a constituents revenue & recognition -- but is not available using Query, and there's no global process to add/change defaults -- ideally you'd be able to...0 Reviewed: Voting Open
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Need a Smart Field for Interactions
We need to be able to query the Last Completed Interaction Date, Last Completed Interaction Summary and Last Completed Interaction Contact Method. Right now, this is not possible for us to track our last interactions.0 Reviewed: Voting Open
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Generate Report Subscription failures notifications and Report Usage Metrics
We have several data-driven report subscriptions setup to run daily, weekly, monthly and yearly. We are a hosted client and as it stands, we do not have access to report server data. So, we are heavily dependent on Blackbaud support staff to provi...0 Reviewed: Voting Open
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Add Phone number format validation or correction to BBIS forms
Our organization would like phone numbers either to correct/reformat to a standardized format that CRM accepts or to prevent users from entering invalid formats (formats outside of a specified desired format that we could designate). This would sa...3 Reviewed: Voting Open
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Default the GL Post Date in the enhanced revenue batch as is done for the date field when that field is enabled
When adding payments to an enhanced revenue batch, the transaction date is defaulted to the current date. When the GL Post date is enabled, this date is blank. It would be beneficial to default this date also. This is especially true for batches w...2 Reviewed: Voting Open
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Add the ability to have one of the columns of the list builder filtered by default
Want a few of the selections in the list to auto set as the default. For example, on a constituent record, on the Interactions tab, the Column 'Contact Method' should default to specific values.0 Reviewed: Voting Open
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Provide the ability to mark an event registrant as "Attended remotely"
In today's world, many people will attend a smaller event such as a committee meeting remotely via conference call or webcast link. We need the ability to track that the person attended the event, but attended it remotely. -
Add the ability in the Social Media Account tab on a constituent record for LinkedIn to autopopulate the User ID.
For example, when adding Facebook to the Social Media Account tab on a constituent record, it will autopopulate the User ID. It would be nice to have the same format and functionality work for LinkedIn as well. -
Need More Date Choices
We need additional ‘special date’ choices in Ad Hoc Query. We would like a way to define our own additional ‘special date’ choices. For example, we need Fiscal Year, Fiscal Year-1, Fiscal Year-2-5, Calendar Year-2 thru 10, First Quarter, 2nd Quart...4 Reviewed: Voting Open
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The whole path is still exported when changing the header name of an export field
When exporting items from Blackbaud CRM using an export definition users have the option to rename the header. When a user renames the header the expectation is that this is the field that will show up on the export, but it gets appended to the fu...2 Reviewed: Voting Open