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BBIS: Profile Form filtering out "Inactive" Contact Information
When creating a profile form in the BBIS Forms area one may choose to which address, email, and phone types users may add and/or edit. We are coming across an issue where contact values marked "inactive" are displaying for editing in the online ...1 Reviewed: Voting Open
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add smart fields to query on the last interaction date.
There currently aren't any smart fields for interactions, which makes it difficult if you want to pull a simple query showing the summary for a constituent's most recent interaction.0 Reviewed: Voting Open
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Add selections to smart fields
It would be great if clients were able to add selections to smart fields so the values that were populated were more specific. For example, the last gift amount smart field does not allow for easy separation between different units/sites. Yes, the...0 Reviewed: Voting Open
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Have the ability to choose to not see the constituent for anonymous gifts on reports
When you run reports that include gifts that are marked at anonymous, you should have the ability to choose on the report that you don't want the constituents information (name, address) to be visible on the report.0 Reviewed: Voting Open
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Allow Format Options to be applied to historical Export records when downloading the results to a file.
Currently Format Options are only applied to the results on the Recent Status page of an Export. There are times the formatting is desired on prior instances when downloading the results to a file.0 Reviewed: Voting Open
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Consider switching BBDW cubes from MDM to Tabular model
The out of the box data warehouse jobs create the MDM-style of SASS cubes. Please consider making it an option to create Tabular-style instead of MDM-style. This will make it much easier to build aggregate reports off of the tabular cubes and, mos...1 Reviewed: Voting Open
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Add revenue category to the membership functional area.
Currently, there isn't away to use the membership functional area if your GL uses revenue category as a building block. Blackbaud CRM doesn't currently have a way to add a revenue category at the point of creation of a membership program or at the...1 Reviewed: Voting Open
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consider write-offs in the Giving List report.
The ability to include/exclude write-off amounts in the giving list amount raised total to get a more accurate account of total giving.0 Reviewed: Voting Open
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Add functionality allowing prospect plans to be merged
My organization would like the ability to merge multiple prospect plans. We have prospects with multiple plans, but in reality all the steps, interactions, etc. should be on one plan.0 Reviewed: Voting Open
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In the event module, we would like to be able to filter the Invitees list on an invitation
In the event module, we would like to be able to filter the Invitees list on an invitation and be able to mark the filtered results for individual not registered to mark the remaining individual via checkbox and mark them as Declined in mass update.0 Reviewed: Voting Open