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Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital StatusReviewed: Voting Open
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On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.Reviewed: Voting Open
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Add the ability to remove the "Bounced" flags on email addresses in bulk
In the event that "bounced" flags may be outdated for a large number of constituents, it would be convenient to add a way for users to globally update records removing the flag or the ability to remove the the flag in bulk, rather than having to g...Reviewed: Voting Open
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If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...Reviewed: Voting Open
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In addition to street address also check email field to avoid duplicate creation
When you add a new record, a box will pop up if the address matches an existing record and ask if they are the same so you can avoid creating a duplicate record. I'd like the email field to also be searched when adding a new record, so if the emai...Reviewed: Voting Open
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Implement automatic trimming of large WealthPoint tables in BBCRM
We subscribe to WealthPoint screenings in our on-premise BBCRM database. The mechanism downloads a lot of data from Blackbaud and stores it into our database, most in tables starting with "WP". One table, WPPHILANTHROPICGIFT, is currently over 60 ...Reviewed: Voting Open
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allow the creation of Adaptive card add-ins
In Raisers Edge NXT you can use adaptive card add-ins for lightweight UI configuration in the system, which can call power automate flows, forms/pop up etc... I recommend this be added into BBCRM as well. -
Support both read-only and read/write/execute access in non-production environments.
Our organization has some very large Power BI datasets, and we ran into issues while testing a recent service pack when trying to test the Power BI refreshes against our non‑production environments. Those datasets were failing because non‑prod con... -
Clear/remove results from Recognition Programs
Give the ability to clear/remove results of a recognition Program on all records that have that recognition program. If was run there is no way to clear the results if the organization wanted to change or decided not to implement that program the ...Reviewed: Voting Open
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Add the ability to delete selections rather than just inactivate them
Add the ability to delete selections rather than just inactivate themReviewed: Voting Open
