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Recent
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9
Vote
add a 'narrative' field to the 'add a major giving prospect' form
When adding a new plan to a major giving prospect there is the ability to add a free text description in a 'narrative' field on the form. However, when using the 'add a major giving prospect' form on the Prospect page the narrative field is unavai...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Prospect
0
Reviewed: Voting Open
9
Vote
allow payment method of Stock/Property on membership dues
UGA is testing the eCRM membership module (CRM 3.0 sp7) and the definition of table BATCHMEMBERSHIPDUES limits the payment method to Cash, Check, Credit Card, Debit Card, and Other.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
allow payments to be applied to memberships in Revenue Batches
No description provided
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
Matching gifts on membership payments
Need the ability to associate matching gifts with membership revenue.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Matching Gift / Memberships / Revenue
0
9
Vote
Split a Membership
We need the ability to split a membership. For example, If two constitutes divorce and they have a joint/family membership once they divorce they should each have a single membership. We don’t take away membership if someone passes away or divorce...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
Search filter in 'View Emails'
Would it be possible to add a search filter within the View Emails area of Marketing & Communications? There is one in place for Application Users under Administration and this is much easier to use than the separate search form.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
9
Vote
Allow dynamic selections to be used for Marketing Effort Segments
You can currently only add static selections to Marketing Effort Segments. It would make things easier if you could also add dynamic selections.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
9
Vote
Show past the current calendar year on the Planning Calendar
We would like the Planning Calendar to have a filter to show next calendar year and this fiscal year.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
9
Vote
to have the ability to import Prospect Plans through the batch population process in CRM
it meay be usefult o have a way to get legacy info onto DARS, I was hoping there would be a way we could import it via batch, to import data against plans/in the plans area of DARS
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Prospect Plan
0
Reviewed: Voting Open
9
Vote
Event invites - Include ability to specify event or include all event information in export definition
When creating invitations for an event, we need to set up an export definition and mail or email packages. It would be good if we could include event information from the event record in the invitation (using merge fields from the export definitio...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Recognition credit
0
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