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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
3
Reviewed: Voting Open
10
Vote
Add the ability to alert users if they already have an item in their shopping cart on Event Registration Form (classic)
On Event Registration Form (classic) user experience an 'Unable to load data list' error' when there is something in the cart and the same person tries to register again. If they register as a new individual it works without error. The hope is tha...
Created 31 May 14:58 by Guest
BBIS / Events
0
Reviewed: Voting Open
61
Vote
Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Interactions
4
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
2
Reviewed: Voting Open
40
Vote
Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ...
Created 26 Oct 19:52 by Allen Roth
Blackbaud CRM / Personal Biographical
1
Reviewed: Voting Open
61
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
44
Vote
Show commitment past-due amounts in batch so overpayment can be more efficiently applied
Let's create this scenario: A donor has two commitments. Both have monthly installment amounts of $5 and one is one month past-due. To catch-up on payments for both commitments, the donor makes a payment of $15; $10 to be applied to the past-due c...
Created 22 Jan 20:29 by Guest
Blackbaud CRM / Batch
5
Reviewed: Voting Open
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
2
Reviewed: Voting Open
25
Vote
Make it easier to find where Attribute Categories are in use in query, export definitions, etc.
We cannot rename attributes in use. We cannot find where the attributes are in use. We cannot inactivate attribute categories. Once in place, we need more flexibility to change them.
Created 23 Nov 21:13 by Lindsay Gunnarsen
Blackbaud CRM / Attributes
3
Reviewed: Voting Open
56
Vote
Remove the requirement for Appeal when creating an email message
When creating a new Email message, the field for Appeal is required. Some organizations do not wish to use Appeals, and likewise would like to not be forced to set one when creating a new message.
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Email Marketing
1
Reviewed: Voting Open
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