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add aggregate functions to export defintions
Ad-hoc queries currently allow users to add functions to the output of the query. For example, Count, Min, Max, Sum, Avg, and Amount. Users can export ad-hoc queries directly, but once they associate the query with an export definition they loose ...4 Reviewed: Voting Open
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Allow Lookup ID when adding a Designation Import Selection
When adding a designation import selection, the only ID type that appears as an option is System record ID (Designation record/GUID). We do not use this field; rather, we use the Lookup ID. We’d like Blackbaud to add Lookup ID as an ID type. This ...0 Reviewed: Voting Open
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Split the primary salutation flag into "primary informal salutation" and "primary formal salutation
In the constituent name format area, create another primary salutation flag. The two flags should indicate the "Primary Formal Salutation" and "Primary Informal Salutation". Depending on the mailing or correspondence being created, you may want to...0 Reviewed: Voting Open
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enhance the duplicate constituent report and merge preview
to also show all duplicate matching criteria, particularly birth date and email address. At the moment only address information is shown (100% match for constituents with completely different addresses). The full information will help with manual...1 Reviewed: Voting Open
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Add Additional Solicitor Field to Interactions
Currently additional solicitors can only be added to contact reports/plan steps. We would like this field also available when entering an interaction outside a prospect plan (allows credit to be given to more than one fundraiser without filing dup...2 Reviewed: Voting Open
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New Field(s) on Constituent Update Batch - Name Formats
We just created a new name format fundraisers are going to use; its different than the standard name format but can be used consistently in the export definition for fundraisers.... now the trick is getting all of the caseload donors to get these ...0 Reviewed: Voting Open
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Allow the addition of CRM membership attributes on the BBIS Membership Form to collect additional information
We would like the ability to add membership attributes created in CRM to the membership form in BBIS. We have a need to collect additional information from people who sign up for a new membership using the membership form. This information include...1 Reviewed: Voting Open
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Add a date offset option to Query
Query currently allows us to select records where a date is After Tomorrow or Before Yesterday, but for some of our most critical business processes, e.g., building supporter journeys, we need to be able to select records where a date is Before To...6 Reviewed: Voting Open
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View historical fundraisers in the Organization Hierarchy
The only way to see who was historically in a position is to click into that position. If you have multiple positions with the same name and you’re looking for a particular person, this becomes difficult. This is particularly awkward if the positi...0 Reviewed: Voting Open
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Have a need to transfer a regular recurring gift to a Sponsorship. We have a number of donors who initially set up giving with us via a standard recurring gift. Once they are made aware of the sponsorship program they want to be connected with a child.
This is specific to when our donors give a recurring gift online where they fill in all of their credit card info. We don't have the sponsorship logic activated on-line. We only have the ability to accept a RG. We would like to the ability to take...0 Reviewed: Voting Open