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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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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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Add a Group Member search list or group member search criteria to an existing search list
My organization would like for the existing constituent search list(s) to have functionality allowing users to search for a group record (using name, lookup ID, contact info, etc.) and the search list results are just members of that group. As an ...0 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... -
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
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Add an exclusion report for all marketing correspondence processes
Add an exclusion report for all marketing correspondence processes (acknowledgments, receipts, reminders, tributes, general correspondence). This should return a list of constituents excluded based on the exclusion settings for the process, in the... -
Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...0 Reviewed: Voting Open