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Solicit Codes tile
Add Solicit Codes and Mail Preferences as Tile in 4.0 Summary view area0 Reviewed: Voting Open
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allow users to globally delete constituent interactions
There currently is no global change that allows users to globally remove interactions from constituent records. We would like this functionality added to Blackbaud CRM.3 Reviewed: Voting Open
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Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified
Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified0 Reviewed: Voting Open
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Automatically sync BBIS Emails sent to the Constituent record in CRM communications
All donations are brought into CRM and recorded against a constituent from BBIS, however the acknowledgement emails sent to the donor do not get brought into CRM and are only visible in BBIS. There should be a sync between BBIS and CRM to copy the...0 Reviewed: Voting Open
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Ensure the KPI’s used to measure the success of an email marketing effort, incorporates the totals from BBIS in the calculations
BBECRM/BBIS: The KPI’s in CRM that are associated with an email marketing effort do not reflect the information in BBIS. For example, if CRM shows that there were 1,000 emails sent but only 900 were processed via BBIS due to additional filters or ...0 Reviewed: Voting Open
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Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...0 Reviewed: Voting Open
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create a separate field for company name in business address
When address type is business, it would be nice to have a separate field to enter company name. This would be helpful for mail merges and reports.0 Reviewed: Voting Open
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Create a report option on query results to feed your resulting ID list as an input parameter to a pick list of custom reports.
This would enable sites to deploy a "catalog" of ready-to-go reports that only need an id list to run, and let users utilize the power of the query tool for their selections and list building.0 Reviewed: Voting Open
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Improvements to capitalization options
It would be useful if the list of conditions could be edited. For example, skip capitalization of "or" and "the". Another example would be excluding organization-specific acronyms. For the case of data entry, allow skipping capitalization option...0 Reviewed: Voting Open
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Add hyperlinks to the constituent through custom email alerts
In email alerts we want to notify when a donation has been made so a thank you letter can be sent. Instead of adding the full address we would like to have a hyperlink to the constituent so the recipient could go directly to the constituent inform...0 Reviewed: Voting Open