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Would like the Address validation software in CRM to be able to modify the city name if necessary
We have noticed that a particular city in Georgia, is misspelled when we validate the address in CRM. It is LaGrange, GA. The address validation software changes it to Lagrange, which is incorrect. I was told by Blackbaud that the USPS software us...0 Reviewed: Voting Open
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Automatically update projected totals when rejections are removed from a new credit card batch created by a credit card processing process
When we use a 'Credit card processing' process to process the credit card payments using the 'Existing batch' option, the projected totals are updated when rejections are removed from the batch. However, when we use the same process with the 'New ...0 Reviewed: Voting Open
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Non-philanthropic event registration component to be directly associated to a designation
We need the non-philanthropic event registration application to also be associated to a designation by way of the application. Right now the route to designation has to go through the event registration record then event then default designation. ...0 Reviewed: Voting Open
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Apply tokenized credit card to a new payment item
Permit the application of a a saved tokenized credit card to a new pledge/gift in CRM (not a recurring gift that is set up for recurring payment). Something like this Saving cards (stripe.com). Huge pain point with donors who can't understand why ...0 Reviewed: Voting Open
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Run as another user for FROG
Before going live with FROG, we had a hard time testing because we didn't have a Run as feature to test what some users may experience as we tested across different mobile devices. We think this would be a good feature to your client base as we al...4 Reviewed: Voting Open
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Committee/Group List search
Within the event module, if you add the invitees, all the names appear in the registrations tab. You're then able to search by name in the "Registrant" filter. However, if you're in a committee within the members tab, you can't search and the only...1 Already exists
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Enhance the Gifts tab on Planned Gifts to use List Builder
There are several columns on the data list that we don't use or need to see and there are many fields that we would rather see, For example the fields that we would like included are the high level campaign name, level 2 of the designation name, a...0 Reviewed: Voting Open
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Web Transaction Download process should convert timestamps from BBIS to CRM's configured time zone.
BBIS and CRM both have timezone configurations. BBIS is storing all transaction dates in UTC Time. CRM does not. When transactions are downloaded form BBIS, some transactions get the wrong gift date. For example, if our server is in Eastern daylig...0 Reviewed: Voting Open
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Allow Administrators to view how many / which users are currently logged in to the database.
This would give Administrators insight into which users are currently logged in to the database where as the ad-hoc query for Active Users gives limited insight.0 Reviewed: Voting Open
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Need ability to add multiple stocks to single transaction
There is currently no simple way to enter a transaction that has multiple stocks involved. As a real-life example, a client has a donor that contributed $209,638.69 with 14 different stocks. The donor wants $25,000 to go toward one designation, $4...0 Reviewed: Voting Open