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Allow users to pick which parts of a marketing effort should be included when refreshing segments and selections.
When calculating segment counts, and choosing to also refresh the segments and selections, I would like to be able to exclude from that process the selections in the Exclusion section if needed. That part takes the longest and I usually don't even...0
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Have the system stop creating blank U.S. addresses when I create a spouse relationship
Whenever I create a new household, a blank U.S. address is automatically created for the new household record. Could this be stopped so I don't have to go in and delete the new blank address? If a household record needs an address, I would like to...0
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When Credit Card Updater runs it processes all cards
When the credit card updater runs the system only updates cards that need to be updated. It is important for all credit cards to get updated.0
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Documentation
There needs to be documentation on how BBDM and RE work together beyond the interface. IE, how does what is done in RE affect the marketing effort in BBDM. Data entry in RE and its affect on BBDM. There is a hole in information in how the 2 produc...0
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Add Training for RE Enterprise
Given the complex nature of BBDM and its working parts, which are varied and many, Blackbaud absolutely needs to add a specific training track for BBDM. I and my organization are brand new to BBDM and even though our assigned consultant did a grea... -
Unlinking deposit payments in bulk
The current user interface only allows you to un-link a maximum of 30 from the display grid on-screen. When you have a significant number of pages to review this can and would take a long time.0
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Pledge Receivable Report-Add pledge subtype as a column display for this report
CRM allows classification of pledges based on subtype. Having this option in the pledge receivable report allows the user to clearly identify the types of pledges. This makes the report more useful.0
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Pledge Receivable Report-Add label to clearly identify total row when running the report for details
When this report is run with the detail option, the output displays individual pledges and the total of all pledges for one constituent. However there isn't a label for the row to indicate it is a total row. It would be helpful to include this in... -
Default installment frequency is not populated in an Enhanced Revenue Batch when adding a pledge
"Single installment" frequency is getting defaulted in an Enhanced Revenue batch even when "frequency other than Single installment" is set as default value in Enhanced Revenue batch template. Blackbaud Development has decided to leave this unaddr...0
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Allow the option to include inactive households application amounts to be calculated in a Household member revenue recognition smart field
My organization has the business practice of marking a household as being inactive if a member is deceased and we use Constituent revenue application amount smart fields, returning a value of Total application amount for Household member revenue r...0