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Would Like to be Able to Create Dynamic Lists Using Data Warehouse Data
We would like to be able to create dynamic lists using data from the data warehouse. Presently, we have to create lists using data from both the CRM data and the data warehouse causing us to only be able to create static lists for many of our even...1 Reviewed: Voting Open
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Modify Permanent vs. Provisional Credit Card Decline Codes for Recurring/Monthly Payments In BBCRM
Currently there are two credit card decline codes (part of Blackbaud Merchant Services) in Blackbaud CRM marked as "permanent" decline codes. We actually have a lot of success when we retry these payments (basically we do not receive the decline c...0 Reviewed: Voting Open
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Develop Drag and Drop functionality for managing website
Before I started working with Blackbaud/BBIS, I did a lot of custom WordPress development. I was introduced to the Beaver Builder plugin/theme as a way to easily build/manage webpages/templates (https://www.wpbeaverbuilder.com/). Even web designer...2 Reviewed: Voting Open
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Allow split designations to be changed through a generate Revenue Update Batch
This would be useful because if a batch has several gifts with split designations you will have to manually edit the designations instead of letting the batch automatically update the designations.0 Reviewed: Voting Open
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be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?1 Reviewed: Voting Open
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BBIS Email Subscriber List should use Mail Preference Appeal Category
When you use the BBIS Email Signup Form to collect Communication Mail Preferences for Appeals, it requires a Category. When you send create the BBIS Email Message using Appeals as the Data Source, all CRM constituents that have a Mail Preference =...0 Reviewed: Voting Open
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allow users to import revenue transactions to campaigns that aren't defaulted on the designation.
Currently when importing transactions you cannot specify the campaign to associate with a transaction if it differs from the one on the designation. This can be done manually in the batch - we would like the ability to do this to a large number of...1 Reviewed: Voting Open
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allow users to enter a fuzzy date or just a year for relationship start and end dates
Sometimes there are relationships that include employment start dates, assessor dates, and the like where the precise date isn't known, but the month or year may be available. It would be useful to be able to add the information we do have to the ... -
allow users to edit a posted membership payment
Currently there is no way to take a posted payment and then apply it to a membership installment. The only way to do this is to delete and reenter the payment. -
Extend the date range for the Projected Income report beyond the current fiscal or calendar year to accomodate multi-year gifts.
The current Projected Income report only shows the current fiscal or calendar year. This makes it difficult for leaders to do effective strategic planning and budgeting. I suggest the user be offered an option to indicate how many years he/she wis...0 Reviewed: Voting Open