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Allow code table names to be changed in the application
My organization would like to change the name of some code tables that we have added. We think this would be a good feature for CRM to have.0 Reviewed: Voting Open
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Provide the ability to select the type of URL Redirect.
Prior to 4.0 Service Pack 11 redirects where a 302 redirect that we could use for redirects where the new page may change. However, with Service Pack 11 everything is changed to a 301 redirect that will cause search engines and browsers to cache t...0 Reviewed: Voting Open
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Add the ability to query Adjustment Batch Number from a Revenue query, under Revenue > Adjustment
We need the ability to pull the adjustment batch number in the same query - a revenue query - that we can pull information about the adjusted revenue transactions themselves. In a revenue query, under the revenue > attachment section, please ad...0 Reviewed: Voting Open
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Inactive and Deceased Constituents in Constituent Update Batch should be updateable including the addition of relationships
Deceased records are constantly touched by Planned Giving departments. Inactive records mean different things to different orgs and can still receive gifts and constituent info updates. We need to be able to update and add relationships to these c...1 Reviewed: Voting Open
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Allow Search Lists to return results based on sorting
The out of the box search lists in Blackbaud CRM by default return the first available results ascendingly, typically by the name field. At present, users can click on one of the result fields to reorganise the results in a ascending or descending...0 Reviewed: Voting Open
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Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.0 Reviewed: Voting Open
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Allow Benefits to leverage GL segment mapping, based on Designation, Purpose, and/or Event.
Although BCRM's built-in help files say that GL distributions for Benefit Items can leverage GL segment mapping for other segments in the GL string...it doesn't work. Our multi-site org needs to add specific Benefit Items to Event Registration opt...0 Reviewed: Voting Open
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FQDN or single IP Address for REST API
As it stands, FQDN is not a possibility. Also, there isn't a single IP Address for REST API. This makes it difficult to establish API calls for on premise instances of Blackbaud CRM that are behind a firewall. -
Create a way to map sold stock to different accounts based on their application type.
Proceeds from stock sales for outright donations go to a different ledger than proceeds from stock sales that are funding a planned gift. CRM does not currently allow mapping for this functionality.0 Reviewed: Voting Open
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When adding a step to a Stewardship Plan, the Participants list should have a drop down for people on the plan
On a Major Giving Plan, when you select the participants on a plan step there is both a drop down (which includes all the people on the plan) and a search. However, for a stewardship plan there is only the search field when adding participants to ...0 Reviewed: Voting Open