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Develop Drag and Drop functionality for managing website
Before I started working with Blackbaud/BBIS, I did a lot of custom WordPress development. I was introduced to the Beaver Builder plugin/theme as a way to easily build/manage webpages/templates (https://www.wpbeaverbuilder.com/). Even web designer...2 Reviewed: Voting Open
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Modify Permanent vs. Provisional Credit Card Decline Codes for Recurring/Monthly Payments In BBCRM
Currently there are two credit card decline codes (part of Blackbaud Merchant Services) in Blackbaud CRM marked as "permanent" decline codes. We actually have a lot of success when we retry these payments (basically we do not receive the decline c...0 Reviewed: Voting Open
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Add the ability to link an opportunity directly to a planned gift record (not the payments).
In CRM 4.0 SP10 a feature was added that allows payments on a planned gift to be linked to opportunities. For tracking purposes, it would be helpful to be able to link opportunities to the planned gift record itself as payments may not be realized...1
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Allow split designations to be changed through a generate Revenue Update Batch
This would be useful because if a batch has several gifts with split designations you will have to manually edit the designations instead of letting the batch automatically update the designations.0 Reviewed: Voting Open
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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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BBIS Email Subscriber List should use Mail Preference Appeal Category
When you use the BBIS Email Signup Form to collect Communication Mail Preferences for Appeals, it requires a Category. When you send create the BBIS Email Message using Appeals as the Data Source, all CRM constituents that have a Mail Preference =...0 Reviewed: Voting Open
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allow users to import revenue transactions to campaigns that aren't defaulted on the designation.
Currently when importing transactions you cannot specify the campaign to associate with a transaction if it differs from the one on the designation. This can be done manually in the batch - we would like the ability to do this to a large number of...1 Reviewed: Voting Open
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allow users to enter a fuzzy date or just a year for relationship start and end dates
Sometimes there are relationships that include employment start dates, assessor dates, and the like where the precise date isn't known, but the month or year may be available. It would be useful to be able to add the information we do have to the ... -
We need to be able to see who is creating and editing committee memberships in the audit tables
Currently the audit tables for committees do not track when members are added or edited. We would like this functionality added to the program so we can track who is making changes to these records. -
Globally mark records inactive
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