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Allow Search Lists to return results based on sorting
The out of the box search lists in Blackbaud CRM by default return the first available results ascendingly, typically by the name field. At present, users can click on one of the result fields to reorganise the results in a ascending or descending...0 Reviewed: Voting Open
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add a way to extract only the current primary manager for a prospect from Query and from Export
There currently isn't a way to extract a list of constituents who may or may not have Prospect Managers and include the names of only current prospect managers where there is one. The Prospect Status Tile and the Prospect summary correctly show th...0 Reviewed: Voting Open
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Idea Bank - Please add the ability to embed screenshots into an idea proposal
Many of the ideas that I propose involve some custom use of the native CRM tools that others may not be familiar with, and they tend to be visual suggestions. It would greatly enhance my ability to show a compelling need for the idea if I could in...0 Reviewed: Voting Open
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Constituent Update rules should consider capitalization changes as a difference to a constituent names that could trigger review depending on how your update rules are configured.
Currently the Constituent Updates functionality (within Global Data Entry Settings) does not take into consideration case sensitivity, so this does not trigger a manual review as it does not see capitalization as different. (Constituent Update rul...1
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add the capability to copy a marketing plan from year to year
Much of the information in a marketing plan remains the same. Allowing users to copy a plan from year to year would save a lot of time and make the use of marketing planner more meaningful and fruitful0
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Categorise seeds by channel
Create functionality to categorise seeds by channel, i.e. Post, Phone, SMS, etc. This will also us to bring in a group into the marketing effort rather than have to choose seeds one by one. -
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. -
Add a "duplicate" button when entering philanthropic gifts manually
Because so much philanthropy is annual, when manually entering philanthropic gifts in a constituent's record, it would be soooooo helpful to be able to duplicate the entry, then just change the date and source document link as needed.0
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Opening a subquery from within the main query
It would be helpful to be able to access a subquery from within the main query when in edit mode. There are too many clicks to go and open a subquery, particularly where there is a large chain of them. It would be helpful if you could within edit ...1 Reviewed: Voting Open
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Add functionality to delete prospect plans in bulk
My organization would like to delete prospect plans in bulk. This would be a valuable additional to CRM as either a global change or as an option within the Manage prospects and plans in bulk task.1 Reviewed: Voting Open