-
create functionality to render constituent photos in query results and other parts of the program
We want get a list of all prospects with their pictures without having to write a customization. A constituent query allows you to output the photo, but it's just a varbinary string of characters and not the photo. We would like the ability to ren...1 Reviewed: Voting Open
-
Ability to add suppression file for email
It would be nice to be able to upload a .csv file of email addresses to create a suppression list for BBIS. We would like to move over from other email systems and have people that have opt-ed out of emails but we do not have any information other...2 Reviewed: Voting Open
-
Pending Activity- Add City and State columns
Adding these columns would help our Development and Prospect Staff with managing activity based upon where travel is planned. Until we do our own data list to correct this, our teams are adding the name of the city or state to the objective so the...1 Reviewed: Voting Open
-
FQDN or single IP Address for REST API
As it stands, FQDN is not a possibility. Also, there isn't a single IP Address for REST API. This makes it difficult to establish API calls for on premise instances of Blackbaud CRM that are behind a firewall.0 Reviewed: Voting Open
-
Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...0 Reviewed: Voting Open
-
Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
-
create a process to assign a step to multiple existing prospect plans
We are requesting a process to assign a step in bulk to multiple plans owned by different prospect managers. For example, 'follow-up with prospect after an event." -
Manage Correspondence: add column filters to both "Correspondence List" and "Correspondence Codes" tabs
For the Manage Correspondence screen: add column filters to both "Correspondence List" and "Correspondence Codes" tabs, just like you have for Information Library. We have enough correspondence processes and codes to make such filtering very helpful.0 Reviewed: Voting Open
-
allow the ability to customize the help files that were released in 4.0.
Currently the only way to customize the help files to include custom solutions or customer focused processes are to revert back to the legacy help files. Reverting to the legacy help files format means you lose some of the great functionality that...0 Will not implement
-
hide the links to all the reports users don't have rights to
Some reports don't show if users don't have rights but other do show. See the following for examples: "Campaign Recognition Credit Report""Donor List" on a designation screen Clicking these links gives an error if you don't have rights, but thes...