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Add flexibility when reassigning sponsorships
It is not possible to reassign financial sponsors without also reassigning the sponsorship recipient. For other types of revenue, it is possible to change the constituent on the revenue record, but this functionality does not apply to sponsorships.0
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Extend Query Dependencies feature to search Data Lists
The Dependencies feature for Ad-hoc Queries does not identify Data Lists which incorporate the Query. Please extend it to do so. Our inhouse tool, which we were hoping to retire, does so and we regularly find Data Lists which use a Query we were t...0 Reviewed: Voting Open
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Ability to uncheck "update household phone" per batch
When importing records into a batch the Update household phone is automatically checked. Currently, BBCRM does not have the ability to uncheck this option for phones and emails beyond manual adjustment. For example; a phone number was given an end...0 Reviewed: Voting Open
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Improve process audit tracking
Improve tracking of processes that update data such that a user could trace an edit back to the specific run/instance of an import/batch or global update that updated a record.
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Reviewed: Voting Open
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Allow Plan Outlines to be made Inactive and to be sorted
We would like to be able to make Prospect Plan Outlines Inactive, rather than having to delete them when we don't want to use them for a while (or possibly ever) - they are useful background to creating new ones or can potentially be repurposed. A... -
Add Support to process ACH transactions using BBMS and not have to use external process
Currently to process ACH inside of CRM we have to setup a external partner and send information to the banks and receive the files back into the system. We would like to ability to process all ACH transactions using BBMS inside of CRM.0 Reviewed: Voting Open
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Solicit Codes tile
Add Solicit Codes and Mail Preferences as Tile in 4.0 Summary view area0 Reviewed: Voting Open
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allow users to globally delete constituent interactions
There currently is no global change that allows users to globally remove interactions from constituent records. We would like this functionality added to Blackbaud CRM.3 Reviewed: Voting Open
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Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified
Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified0 Reviewed: Voting Open
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Ensure the KPI’s used to measure the success of an email marketing effort, incorporates the totals from BBIS in the calculations
BBECRM/BBIS: The KPI’s in CRM that are associated with an email marketing effort do not reflect the information in BBIS. For example, if CRM shows that there were 1,000 emails sent but only 900 were processed via BBIS due to additional filters or ...0 Reviewed: Voting Open