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Need the ability to "Folderize" export definitions
Need the ability to "Folderize" export definitions much like you can with ad hoc queries - otherwise the list becomes unmananagable7 Reviewed: Voting Open
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Add ability to track Cryptocurrency payment details
Our corporate supporters and others have been asking us to take cryptocurrency donations on a weekly basis. We will use a vendor as our wallet to take the crypto donations and convert them to $USD in the similar fashion that we take stocks and sel...6 Reviewed: Voting Open
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Surface alerts in gift batches
If a constituent is matched to an existing record in a gift batch allow for constituent alerts to be indicated or surfaced while gifts are being processed. Would be useful for high profile constituents and other constituents who need special handl...1 Reviewed: Voting Open
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Allow users to right click and open links in new tab
* Added to "Prospect" category as that is where I primarily work, however, this is cross-functional and would likely be very useful for other areas (especially revenue) Allowing users to open links in new tab/window would allow us to quickly dig i...3 Reviewed: Voting Open
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Need to define the link between a Business Relationship and a Business Address
When a Business Relationship is added, the user has the ability to define an address. Once the relationship is saved, there is no apparent way to see which Business Address is related to which Business Relationship. There needs to be Business Name...6 Reviewed: Voting Open
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Provide visibility within BBCRM of system performance metrics
We often experience periods of slowness in various parts of the system. It would be really useful to be able to look at a page in BBCRM, or a page on the BB web site, specific to our instance, which would tell us how the system is performing. That...5 Reviewed: Voting Open
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Provide a banner to appear below omnibar for purposes of communication with users
Similarly to how Blackbaud Case Central displays notifications in an orange banner we would like to be able to do the same within BBCRM. This would be used to notify/remind users of upcoming changes, make users aware of issues that may impact func...0 Reviewed: Voting Open
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Add the ability to merge duplicate tributes
We have many duplicate tributes and need a way to merge them and move the revenue to the merged record. We will not want to lose the history that indicates whether the tribute acknowledge was notified of the tribute.3 Reviewed: Voting Open
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More Global Change options
When starting or ending constituencies in global changes, we need an option to base the start or end date based on the date the change is run. Ideally, these changes will be scheduled, but without the ability to dynamically set constituency start ...0 Reviewed: Voting Open
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Provide Clients with A Streamlined Mobile Check-in App for Mobile Devices for Fundraisers to Use at Events
While one can log into CRM on an iPad, it is far too many clicks and swipes to register guests as they arrive at an event efficiently in real time in this manner. I believe mobile check-in apps already exist for RE and Altru. We would find one ver...6 Reviewed: Voting Open