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Recent
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10
Vote
Add selections to smart fields
It would be great if clients were able to add selections to smart fields so the values that were populated were more specific. For example, the last gift amount smart field does not allow for easy separation between different units/sites. Yes, the...
Created 29 Jun 13:19 by Chris Harris
Blackbaud CRM / Smart Fields
0
Reviewed: Voting Open
10
Vote
Have the ability to choose to not see the constituent for anonymous gifts on reports
When you run reports that include gifts that are marked at anonymous, you should have the ability to choose on the report that you don't want the constituents information (name, address) to be visible on the report.
Created 29 Jun 13:19 by Guest
Blackbaud CRM / Revenue
0
Reviewed: Voting Open
6
Vote
Add fields to Constituent Query Prospect Plans/Steps node for Category and Subcategory
The query node is missing two fundamental fields - Category and Subcategory. Completed is another missing field, but at least Status can tell us that.
Created 01 Apr 03:10 by David Wanless
Blackbaud CRM / Query
1
Reviewed: Voting Open
8
Vote
Consider switching BBDW cubes from MDM to Tabular model
The out of the box data warehouse jobs create the MDM-style of SASS cubes. Please consider making it an option to create Tabular-style instead of MDM-style. This will make it much easier to build aggregate reports off of the tabular cubes and, mos...
Created 21 Apr 12:40 by Jeff Bauer
Blackbaud CRM / Data Warehouse
1
Reviewed: Voting Open
8
Vote
Add revenue category to the membership functional area.
Currently, there isn't away to use the membership functional area if your GL uses revenue category as a building block. Blackbaud CRM doesn't currently have a way to add a revenue category at the point of creation of a membership program or at the...
Created 20 Apr 18:32 by Guest
Blackbaud CRM / Memberships
1
Reviewed: Voting Open
9
Vote
In the event module, we would like to be able to filter the Invitees list on an invitation
In the event module, we would like to be able to filter the Invitees list on an invitation and be able to mark the filtered results for individual not registered to mark the remaining individual via checkbox and mark them as Declined in mass update.
Created 04 Apr 15:41 by Don Willard
Blackbaud CRM / Events
0
Reviewed: Voting Open
5
Vote
consider write-offs in the Giving List report.
The ability to include/exclude write-off amounts in the giving list amount raised total to get a more accurate account of total giving.
Created 05 Feb 23:41 by Daniel Robles
Blackbaud CRM / Reports
0
Reviewed: Voting Open
5
Vote
Add functionality allowing prospect plans to be merged
My organization would like the ability to merge multiple prospect plans. We have prospects with multiple plans, but in reality all the steps, interactions, etc. should be on one plan.
Created 04 Feb 22:30 by Guest
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
9
Vote
Ability to Create Custom Funcational Areas and hide out of box ones to certain groups
I want the ability to create our own functional area and hide the out of box one from the Development staff. If you grant any of the tasks from the Constituent functional area on another custom created Functional Area, the user will have access ...
Created 29 Mar 13:06 by Guest
Blackbaud CRM / System Admin Utilities
0
Reviewed: Voting Open
1
Vote
Allow search by Revenue/Revenue ID in apply to commitments commitment search in addition to constituent LID
Have to find the constituent and LID then select the revenue commitment. Should be able to search by revenue for a revenue item
Created 07 Dec 21:49 by Chris Ososki
Blackbaud CRM / Gift Processing
0
Reviewed: Voting Open
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