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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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Add the ability to change the default for the 'Refund on Save' check box for CRM edit payment adjustments
The Refund card on save checkbox appears if the gateway that processed the credit card supports refunds. This checkbox appears when you edit a payment by credit card that has been processed through the Blackbaud Payment Service. By default, in CRM...0 Reviewed: Voting Open
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Exclude designations/campaigns from Smart Fields
You can specify designations/campaigns to be included in Smart Fields. We would like the option to specify designations/campaigns to be excluded based on the same rationale, that we may not want to include all funds in the Smart Field calculation.0 Reviewed: Voting Open
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Suggestion for merge organization functionality
When using the ‘Merge Organization’ functionality in TAS to mirror a real-life acquisition or merger between two companies, BBEC automatically creates a relationship between the primary and secondary organizations once the merge is complete. The r...0 Reviewed: Voting Open
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Create relationship end dates for a relationship on individual constituent records when household is dissolved
My organization would like relationship end dates placed on the individual records when a household is dissolved. That way we get value of tracking that these two constituents were together without having to manually enter end dates when they sepa...0
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Add the ability to edit the Site on a Stewardship Plan in bulk
It may be necessary to change the Site on Stewardship Plans on multiple records at once. There doesn't appear to be a way to do this via Global Change or in the Manage Stewardship Plans area in Prospects. -
Allow change of how many days before warning on Prospect Plan Steps to fewer or more days as needed.
Allow the fundraising manager to change the availability before the warning shows up in the Prospect Plan Steps, as some steps could remain open for longer than 90 days, and to choose whether or not to see the warning.0
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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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Change or supplement the Active User Query View to be more accurate / useful
The Active User Query View uses the ACTIVEUSERMONITORINGLOG table which only logs API calls. So, if a user doesn't do something that results in an API call, then they will not show as being active. If, perhaps, it was based on USERPAGEHISTORY or t...2 Reviewed: Voting Open
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Add the ability to Mass Export Attachments
When clicking on an attachment filename, the attached file is downloaded to be viewed. Some clients may need to download all attachments for all records associated with the organization. Currently, CRM does not have a way to do this in mass; only ...0 Will not implement