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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 ...
Created 22 Jan 20:29 by Guest
Blackbaud CRM / Batch
5
Reviewed: Voting Open
8
Vote
Add integration with Blackbaud MobilePay to import credit card transactions into batch
Currently, transactions processed with Blackbaud MobilePay need to be manually imported into batch in CRM. The ability to have these payments synced to CRM would reduce the processing overhead involved in manually exporting and importing data betw...
Created 24 Mar 19:49 by Scott Dunbar
Blackbaud CRM / Charge Processing
1
Reviewed: Voting Open
24
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
9
Vote
have the ability to export search results
The search function is essentially a query and it would be helpful to be able to export search results instead of having to recreate the search in an ad-hoc query. It also allows users who do not have the ability or knowledge to create an ad-hoc q...
Created 26 Jan 18:55 by Tina Iozzo
Blackbaud CRM / Search
0
Reviewed: Voting Open
32
Vote
Add reason for Do not send mail to this address when adding a new address
When you add a new address to a constituent record, it allows you to pick the old address that the person moved/changed from. CRM automatically adds an end date and automatically checks "Do not send mail to this address" but it doesn't allow you t...
Created 10 Sep 18:25 by Linda Arocho
Blackbaud CRM / Constituents
2
Reviewed: Voting Open
25
Vote
Add 'Virtual Meeting' as a Contact Method for Interactions & Plan Steps
‘Virtual Meetings’ are the new-norm for most of the fundraisers and they are distinct from 'Phone' or 'Email' as they are more personal (but also different from 'In Person'. It would be valuable to be able to distinguish these types of meetings.
Created 10 Sep 18:26 by Guest
Blackbaud CRM / Interactions
0
Reviewed: Voting Open
60
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
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
29
Vote
Implement PowerBi SSRS instead of classic SSRS as a part of CRM
We run number of PowerBi dashboards through external PowerBi SSRS reporting services. It would be great to have SSRS reports and PowerBi dashboards in one place - available through CRM web interface. It will also promote proper security controls ...
Created 13 Jan 18:31 by Guest
Blackbaud CRM / Reports
1
Reviewed: Voting Open
1
Vote
Allow posted deposits to be unposted and unlocked
My organization has posted a deposit before we intended to do so (we wanted to add some additional payments to it). We would like to request the ability to unpost deposits so that we can unlock them and make more changes before reposting.
Created 26 Mar 23:33 by Guest
Blackbaud CRM / Treasury
0
Reviewed: Voting Open
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