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Recent
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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In the event that "bounced" flags may be outdated for a large number of constituents, it would be convenient to add a way for users to globally update records removing the flag or the ability to remove the the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
1
Reviewed: Voting Open
42
Vote
Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
Participants tagged on Prospect Plans have those steps displayed on their Interactions tab, however, Participants tagged on Stewardship Plans do not have their Stewardship Plan steps show up on their interactions tab. Adding this information will ...
Created 14 May 01:14 by Carrie Ginnane
Blackbaud CRM / Stewardship
2
Reviewed: Voting Open
65
Vote
Create a way to "Hold" a Sponsorship and/or Sponsorship Recurring Gift.
A Sponsorship Recurring Gift does not allow the Status to be edited at all. This seems fair, as the Sponsorship Recurring Gift should be controlled from the Sponsorship. You can edit the Status of a Recurring Gift to be “Held”. This is great, as...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Recurring Gifts / Sponsorship
1
Reviewed: Voting Open
65
Vote
Build in validation of zip, city & state when new address is added
It would be nice if BBEC could validate newly added / edited address, and display a warning message / error, if the combination of zip / city / state doesn't match combinations saved in the "ZIPCITYSTATE" table.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
0
Reviewed: Voting Open
65
Vote
Query Results Column Sorting
The column sorting functionality in query results only lets you sort by the 50 results on the page and not the full data set. In other areas of the system such as ‘Application Users’ you are able to sort by the whole list. We have a couple of wor...
Created 29 Jun 13:19 by Guest
Blackbaud CRM / Query
1
Will not implement
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
2
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
0
Reviewed: Voting Open
62
Vote
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
5
Reviewed: Voting Open
5
Vote
Add additional questions to optimized donation forms
Allow organizations to add a question to the new forms. Such as: Is this gift anonymous?
Created 07 May 18:23 by Guest
BBIS / Donations
0
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
0
Reviewed: Voting Open
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