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Add Start Date and End Date Fields for the Interest Values on the Personal Info Tab
Donors and prospects frequently express their institution-related Interests to our staff and subsequently get invited to events and/or receive mailings around those topics. Often times these interests change over a period of time. Currently in CRM...2 Reviewed: Voting Open
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Add between field filter option for Date fields in Data lists
When creating a data list and setting up filter field options, it would be great to have a between option for date fields, so users could select a from and to date to filter the data returned in the list. Currently we have to add 2 dates - but get...0 Reviewed: Voting Open
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create access for an aggregate report for all emails sent via BBIS
Would like a way to get an aggregate report for all emails sent through BBIS for the current fiscal year. This report would give data of volume of emails sent , open rates, bounce rates, click rates, unsubscribes/opt outs, etc.2 Reviewed: Voting Open
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ListBuilder: Increase size of +Columns selection box
The box that appears when selecting "+Columns" in Research Lists (and potentially any other listbuilder data list) is too narrow. This inhibits the user from readily identifying which columns are available for selection. One can scroll horizontall...0 Reviewed: Voting Open
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Allow search by Revenue/Revenue ID in apply to commitments commitment search in addition to constituent LID
Have to find the constituent and LID then select the revenue commitment. Should be able to search by revenue for a revenue item0 Reviewed: Voting Open
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Add a feature to allow adjustments to consolidated revenue receipts to automatically mark all associated revenue for re-receipt
Currently when making an adjustment to a gift that is part of a consolidated receipt, and re-receipting with a new number is required, only the adjusted revenue record is marked for re-receipt. For some organizations it is desired that all revenue...0 Reviewed: Voting Open
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creating a selection from an open batch
on any batch type an additional option to save all the records in that batch to a static selection should be available. Either committed batches or uncommitted batches should have this option to allow easier review of records or subsequent use of ...0 Reviewed: Voting Open
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Cannot search for Finder Number on frontend
In processing a revenue batch, we have hundreds of records with a Constituent Id is required error. We are looking for a way to find what marketing effort is associated with the finder numbers in the import exceptions. Where/how can we find this? ...1 Reviewed: Voting Open
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Hide Blackbaud WebMethods API pages from Google Indexing
We use BBIS to produce and publish our website for constituent engagement. We discovered that Google, along with indexing the web pages we produce and published through BBIS, is also indexing Blackbaud-generated API pages (WebMethods/“webservices”...0 Reviewed: Voting Open
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Include option to merge Wealth and Ratings, and Planned Gift Beneficiary info when merging constituent records.
The duplicate identification process may choose a record that has Wealth and Ratings and/or Planned Gift Beneficiary info in the source record. This does not get moved to the target record when merged so we lose the information.1 Reviewed: Voting Open