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Global changes needed for Volunteer area
We would need the following global changes to manage volunteer data, this is due to GDPR. - Inactivate volunteers in bulk - when volunteer has not been active for a certain time we need to end the volunteer constituency and volunteertypes in bul...
Created 11 Apr 07:44 by Guest
Blackbaud CRM / Global Change
0
Reviewed: Voting Open
25
Vote
Add fields to Relationship Import in Constituent Update Batch
Oftentimes employment data comes in after the Constituent has been established. You can import a business relationship via Constituent Update Batch but you cannot import values for the employment history such as Job Title, Department, etc.
Created 09 Jul 15:13 by Guest
Blackbaud CRM / Import
5
Will not implement
11
Vote
Allow Membership Contribution Process to downgrade memberships
At present, the Membership Contribution Process does not pick up qualifying renewal payments for a lower level of the membership program. We would like this to functionality to be added for the Membership Contribution Process as some members may n...
Created 21 Sep 22:47 by Guest
Blackbaud CRM / Memberships
1
Reviewed: Voting Open
25
Vote
create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import / Scholarships
0
Reviewed: Voting Open
25
Vote
add a tab to the Recognition Program page to show all active members
It would be extremely helpful if there was a tab on each Recognition Program that showed all active members of the Program (similiar to the way a group page functions). This way, you could check, at quick glance, your Recognition Program members i...
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Recognition Program
0
Already exists
25
Vote
Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Recurring Gifts
1
Reviewed: Voting Open
25
Vote
Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
3
Reviewed: Voting Open
25
Vote
Offer ability to "copy from previous year" in Marketing Planner (ADA)
Offer ability to "copy from previous year" in Marketing Planner (ADA suggestion)
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
25
Vote
Ability to add more than one site to a Marketing Effort and Appeals
We have a potential issue in that you can only apply one Site to an Appeal and to a Marketing Effort (and possibly to several other areas in BBDM). However, there are often collaborations between more than one Site, for example between University ...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / General Ledger
0
Will not implement
25
Vote
Unable to link phone numbers to addresses
I have phone numbers that are associated with specific office locations. I need the ability to link those addresses to the right phone numbers.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
0
Will not implement
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