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Add revenue category to the membership functional area.
Currently, there isn't away to use the membership functional area if your GL uses revenue category as a building block. Blackbaud CRM doesn't currently have a way to add a revenue category at the point of creation of a membership program or at the...1 Reviewed: Voting Open
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Do not automatically default marketing effort just because there is only a single effort tied to a particular appeal
Frequently, we have a an appeal we are using without any marketing efforts. Sometimes there may be a single marketing effort activated against that appeal, but it doesn't mean we want to use that single marketing effort for everything. Often we st...0
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Allow Format Options to be applied to historical Export records when downloading the results to a file.
Currently Format Options are only applied to the results on the Recent Status page of an Export. There are times the formatting is desired on prior instances when downloading the results to a file.0 Reviewed: Voting Open
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consider write-offs in the Giving List report.
The ability to include/exclude write-off amounts in the giving list amount raised total to get a more accurate account of total giving.0 Reviewed: Voting Open
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Add functionality allowing prospect plans to be merged
My organization would like the ability to merge multiple prospect plans. We have prospects with multiple plans, but in reality all the steps, interactions, etc. should be on one plan.0 Reviewed: Voting Open
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In the event module, we would like to be able to filter the Invitees list on an invitation
In the event module, we would like to be able to filter the Invitees list on an invitation and be able to mark the filtered results for individual not registered to mark the remaining individual via checkbox and mark them as Declined in mass update.0 Reviewed: Voting Open
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Add Benefit Data to the data warehouse
Currently, part of the benefit data is in the data warehouse DIM_BENEFIT table, but there isn't any way to join it to the relevant revenue data that exists in the data warehouse. This data should be linked to the revenue data so that it can be inc...0 Reviewed: Voting Open
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Ability to Create Custom Funcational Areas and hide out of box ones to certain groups
I want the ability to create our own functional area and hide the out of box one from the Development staff. If you grant any of the tasks from the Constituent functional area on another custom created Functional Area, the user will have access ...0 Reviewed: Voting Open
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Make Relationship Manager Field More Useful
Move Relationship Manager Field to a More Intuitive Location: From Constituencies Tab to Relationship Tab. Add Option of type (code table) Add sub-tab on Fundraiser Tab to list any constituents you are the manager for Add any interactions that i a...0 Reviewed: Voting Open
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The ability to add relationships organization to organization in an update batch.
Currently, relationships between individuals and individuals and organizations can be added in an update batch. It would be good to also be able to add relationships between organizations.