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Make entry of contact report/interaction on one screen with an option to add it to or request a plan
My fundraisers regularly forget to add their interactions as contact reports inside their plans. Fundraiser then can get confused if they look in their plan and don't see the contact report there because they accidentally entered it as an interact...0 Reviewed: Voting Open
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Add filters for finding parts and images not being used
It would be extremely helpful if the parts library and the image library would have filters to find parts or images that are not currently being used anywhere. We have a lot of assets in the system that could be cleaned up if there were an easy wa...1 Reviewed: Voting Open
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Ability to configure email submitted through BBIS profile update to automatically apply to CRM Online Info tab
When an individual updates their email in their BBIS account profile, it generates a batch in CRM. Committing the batch in CRM does not update the BBIS email in the Online Info tab in CRM. Instead the users have to apply it manually. It would be u...1 Will not implement
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Make it possible to copy text in fields without first having to click into them to make them active - e.g., alternative Lookup IDs
I often cross check against a separate database using an alternative Lookup ID to the one in DARS. Currently one has to click into the field... wait.... navigate to the second field and select the whole text...copy and then paste into the separat...1 Will not implement
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Add the ability to collect notes on the new Acquisition Form
From Miya Serenius@Plan International: The notes part would give us the ability to collect some additional information from the lead. This is not the most critical part, but gives us flexibility to use this form in many ways.0 Reviewed: Voting Open
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Create a code template for Facebook Pixel tracking to be used in an Unformatted text part.
It would be very helpful if Blackbauds Development team created a template similar to the one found in Knowledge Base article: https://kb.blackbaud.com/articles/Article/66890. This would be beneficial as currently you lose the ability to user t...0 Reviewed: Voting Open
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Show participants who are spouses as [relationship type], rather than members (of the household)
When selecting a related participant from the drop down menu, it would be more meaningful if spouses were displayed as their relationship type (husband/wife/partner) rather than as a "member" of the household.0
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Please add trigger for adding the RELATIONSHIPID to address and phone tables when adding individual-organization relationship using Constituent Batch Update
when add relationship Individual to Organization (relationship Individual to Organization add form 2) from relationship tab there are triggers to save that relationshipID to address and phone tables. However, when try to add Individual to Organiza...0
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Enable Marketing Acknowledgement Templates to both assign letters based on segmentation and allow multiple letters per revenue
My organization uses marketing acknowledgement letters as receipts. We need to allow multiple letters per revenue because we need the process to receipt records that already have a revenue acknowledgement letter assigned. But we also give differen...1
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The additional of Site Security to the Geo-Coding - Mapping functionality
Currently while using the Constituent Map a system user can disregard site security and view information in other constituent information in other site.0