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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...1 Reviewed: Voting Open
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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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Create multi window view for roles in role management
When looking at adding a new role with very specific access to certain parts of the system, it would be helpful to view the tasks of one role in a window and the tasks of another role in a window right next to it. This would allow you to pinpoint ...0 Reviewed: Voting Open
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Add receipting fields to BBIS event registration batch
Submitted by FSU
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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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Automatically sync BBIS Emails sent to the Constituent record in CRM communications
All donations are brought into CRM and recorded against a constituent from BBIS, however the acknowledgement emails sent to the donor do not get brought into CRM and are only visible in BBIS. There should be a sync between BBIS and CRM to copy the...0 Reviewed: Voting Open