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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 Status
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
Reviewed: Voting Open
58
Vote
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.
Created 17 Mar 21:07 by Allen Roth
Blackbaud CRM / Events
Reviewed: Voting Open
22
Vote
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In the event that "bounced" flags may be outdated for a large number of constituents, it would be convenient to add a way for users to globally update records removing the flag or the ability to remove the the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...
Created 23 Aug 15:29 by Guest
Blackbaud CRM / Constituents
Reviewed: Voting Open
3
Vote
Add the ability to remove the Payment Logos Eg. Amex depending on what is selected as payment methods
Add the ability to remove the Payment Logos Eg. Amex depending on what is selected as payment methods. Currently the logos are hard coded and this is restricting the use of the Optimised Donation Form for us as we do not accept all of the shown pa...
Created 27 Jan 22:49 by Karen Lee
BBIS / Donations
60
Vote
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...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Personal Biographical
Reviewed: Voting Open
31
Vote
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...
Created 13 Nov 19:25 by C O
Blackbaud CRM / Constituents
Reviewed: Voting Open
36
Vote
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 ...
Created 06 Nov 19:56 by Jeff Bauer
Blackbaud CRM / Wealth and Ratings
Reviewed: Voting Open
59
Vote
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 ...
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Recognition Program
Reviewed: Voting Open
59
Vote
Add the ability to delete selections rather than just inactivate them
Add the ability to delete selections rather than just inactivate them
Created 29 Jun 13:19 by Lisa Carter
Blackbaud CRM / Query
Reviewed: Voting Open
39
Vote
Self-service Backup requests
Wouldn't it be great if admins could request/produce a full backup of their environments from the application interface? To have that backup delivered directly into the authorized FTP user account at the push of a button! With our current business...
Created 13 Mar 21:46 by Cheryl Blawusch
Blackbaud CRM / System Admin Utilities
Reviewed: Voting Open
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