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35
Vote
Phone number types in BBIS
Currently when donating and signing-up online in BBIS, the only phone type available is "Home Phone", this needs to be expanded to include all other phone types in CRM (mobile, work phone etc).
Created 29 Jun 13:20 by Guest
BBIS / BBIS / Contact Information
3
Reviewed: Voting Open
35
Vote
global batch delete
Have the ability to delete committed batches in bulk. We would like to keep committed batches for upto a year. Anything older than that should be deleted. This holds true to all types of batches, constituent and revenue.
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Batch
3
Reviewed: Voting Open
35
Vote
allow users to import transactions for inactive records
Currently users can enter transactions for inactive records in batch or using the one-off form. They are not able to using a lookup ID in an import because there is no way to have the option to include inactive records checked by default on the lo...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
1
Reviewed: Voting Open
17
Vote
Add the operators (blank, greater than, not equal to, contains...) to listbuilder features
As we begin to rollout more custom listbuilders, our community has requested the ability to filter not just by "equal to" but not equal to, contains, does not contain...
Created 30 Apr 16:59 by Melissa Mason
Blackbaud CRM / SDK
0
Reviewed: Voting Open
25
Vote
Add functionality to allow Emojis to be sent in the subject line of a BBIS email
Our organization would like to use emojis, which are popular in today's digital interactions, and we think other organizations would do the same
Created 06 Mar 21:36 by Guest
BBIS / Email
5
Reviewed: Voting Open
29
Vote
Allow the default status of a prospect plan step to be changeable
Out of box, the default status of a prospect plan step is "Planned". My organization would like to change the default status to "Pending". Accordingly, we would like CRM to have functionality to allow us to change the default value.
Created 18 Jan 20:24 by Guest
Blackbaud CRM / Prospect Plan
3
Reviewed: Voting Open
20
Vote
Move Google Analytics tracking code from footer to head tag
Google has stated the tracking code should go at the top of the head tag since they introduced the asynchronous code in 2009. The field found in the settings load the tracking code in the bottom of the page code. The asynchronous code does not slo...
Created 25 Jun 20:27 by Eric Cox
BBIS / General
2
Reviewed: Voting Open
23
Vote
Add a save and a save and close functionality to the edit Organization hierarchy box
When you enter the edit hierarchy area (which works a bit better than the front end), it doesn’t save your work until you hit save and then it closes out entirely and you have to go back in and open up the hierarchy again to the location you were ...
Created 30 Aug 20:57 by Steve Tipton
Blackbaud CRM / Administration
0
Reviewed: Voting Open
23
Vote
Make Organization Hierarcy searchable / filterable
Not currently able to search for positions or fundraisers in Org Hierarchy. Would like to search current and historical fundraisers
Created 30 Aug 20:52 by Steve Tipton
Blackbaud CRM / Administration
0
Reviewed: Voting Open
18
Vote
Allow editing the displayed text on the Blackbaud Checkout
Currently there is no way to interact with the text on the Blackbaud Checkout. It may be helpful to some organizations to be able to rephrase certain language such as the "By Completing this step, you authorize the storing of this card account for...
Created 06 Jan 14:48 by crmSupportRequests
BBIS / Donations
0
Reviewed: Voting Open
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