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Add Milestone data to the KPI query node - enable PowerBI reports using that data
We are using PowerBI for reporting, and would like to be able to show the Milestone data on the PowerBI reports. At the moment the only values available in the query node is the total target. The charts in CRM for KPI data are not great they are t...0 Reviewed: Voting Open
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Include a BBIS transaction confirmation/order number that can be used to find a transaction in CRM
While there is an "Order Number" merge field that can be used in some payment confirmations, there is no way to actually find a transaction in CRM using that number as a reference. I am proposing the addition of an order number to BBIS/CRM that ca...0 Reviewed: Voting Open
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Add ability to reorder and delete enqueue processes
When processes are enqueued, they are processed in the order in which they were added to enqueue area. Occasionally, a higher priority process needs to "jump ahead" in the line and be processed right away. We would like the ability to re-order or ...0 Reviewed: Voting Open
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Database Growth Management - Report Legend Covers the Data
Database Growth Management Blackbaud CRM data history The legend blocks the data on the report can't be moved.0 Reviewed: Voting Open
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BBIS time not updated with AEST daylight savings
BBIS time gets updated based on the UK and the US daylight saving dates, however, for users in Australia, the time is off in between that period (usually for 2-4 weeks) twice a year (April and October). This causes impact on scheduled emails and e...1 Reviewed: Voting Open
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Develop a way of adding a Gift Aid refund to multiple gifts at once
This would be particularly useful when dealing with recurring gifts with multiple transactions to save us updating the gifts one by one.0 Reviewed: Voting Open
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Add the ability to add a solicitor to an event registration payment inside an Enhanced Revenue Batch
After adding an Event Registration to the Application dropdown in an Enhanced Revenue Batch, the user is unable to add the solicitor (button gets grayed out) to the gift (Event Registration Payment) in batch. If a solicitor may be connected to an ...0 Reviewed: Voting Open
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Update place holders to handle non-binary gender
Official notes and merge templates provide a place holder "him/her" and system selects the proper word based on the individual's gender. System allows for a third gender of non-binary so place holder needs to be updated to properly handle . We sug...0 Reviewed: Voting Open
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allow users to query on the Declined Recognition Level Reason
The system allows users to add reason codes for their Declined Levels in Recognition Programs. There is not a way to query on the Reason, although we can populate the Reason in the code table and see it on the Constituent record. We would like to ...1 Already exists
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add start and end dates to Wealth Summary and Model Scores tab
On the Wealth and Ratings page for a constituent, on both the Wealth Summary tab under Model Scores and Ratings and on the Model Scores tab, it would be nice to see the start and end dates of the different ratings.3 Reviewed: Voting Open