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The Overdue Asks for an opportunity should be based on the expected ask date.
Currently Overdue Asks for a prospect are based on the opportunity ask date. From a workflow standpoint it would make more sense to have Overdue Asks based on the expected ask date.0
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admin functionality in design mode to highlight page permissions/feature permissions in place for each role
in design mode feature permissions for a given page should be highlighted to allow easier application of permissions to users.0 Reviewed: Voting Open
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Ability to Copy Name Formats form a Constituent Record
In order to use the name formats in a one-off scenario on an individual constituent record, a user must export the name formats to excel or type them in manually to the document. It would be beneficial to have the ability to copy the name format ...0 Will not implement
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Free text option available in events
Under the preferences that we use for collect as an example food restrictions you are not able to add a freetext option. and you cannot select multiple restrictions. As many people have a lot of allergies and different food restrictions we would n...0 Reviewed: Voting Open
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Add 4-weekly payment option to the Revenue Query Node in the Data Warehouse
The Data Warehouse Revenue Query Node does not have RG Frequency = Every 4 weeks as an option. Please add this.0 Reviewed: Voting Open
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Enable functionality to support HMRC charity online accounts with Multi-Factor Authentication
At present, it's not possible on Blackbaud CRM to use a HMRC login with Multi-Factor Authentication switched on to complete R68 Submissions online. Some organisations require Multi-Factor Authentication switched on to comply with their own interna...1 Reviewed: Need Further Info
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Update the membership card process to generate an output file where the fields can be customized
The current output from the membership cards process produces an output file with a standard set of fields. We would want to be able to customize our own set of fields. These are the standard fields that it generates now and we want to be able to ...0
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Allow Alternate Lookup ID's to be provided on the URL to load a constituent record
When dealing with ID's known outside the system (Phone Numbers, Supporter Visible ID's, email (?) it would be critical to be load the constituent in context from those other entry points. This is particularly useful for call centres with inbound n...0
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allow benefits to be added when adding a recurring gift
Currently to add benefits to a recurring gift you need to add the gift and then navigate to the benefits tab. This should be surfaced on the add form like it is for other gift types.0
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allow benefits on recurring gifts to carry through to recurring gift payments.
Currently if you have a recurring gift with a benefit the benefit doesn't carry forward to the payment. This should work the same as it does for pledges - it should carry the benefit forward.