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Recent
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6
Vote
Would Like to be Able to Create Dynamic Lists Using Data Warehouse Data
We would like to be able to create dynamic lists using data from the data warehouse. Presently, we have to create lists using data from both the CRM data and the data warehouse causing us to only be able to create static lists for many of our even...
Created 15 Dec 14:00 by Christine Goodwin
Blackbaud CRM / Query
1
Reviewed: Voting Open
1
Vote
add the ability to query on the date of a recurring gift adjustment in a revenue query
It is possible to get to the date via the Recurring Gift Revenue Function History section with query but there is no way within that section to output the activity type (that you see on a record) so it is impossible to match up which date goes wit...
Created 12 Jul 14:50 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
4
Vote
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...
Created 26 Jul 16:42 by Greg Vissing
BBIS / CMS
2
Reviewed: Voting Open
5
Vote
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...
Created 22 Mar 17:22 by Scott Dunbar
Blackbaud CRM / Planned Giving
1
4
Vote
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?
Created 18 Jul 15:02 by Ineke Clewer
Blackbaud CRM / Query
1
Reviewed: Voting Open
3
Vote
Changing a Sponsorship Location's designation should update the recurring gifts to for all active, existing sponsorship from that location to the new designation
Currently, if a Sponsorship Location's designation is changed, the existing active sponsorship recurring gifts all have the old designation and new sponsorships from that location have the new designation. My organization would like it if changing...
Created 12 Nov 20:25 by Guest
Blackbaud CRM / Sponsorship
0
Reviewed: Voting Open
6
Vote
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.
Created 15 Nov 17:37 by Guest
Blackbaud CRM / Batch
0
Reviewed: Voting Open
3
Vote
Making the schedule/payment plan field available to export for merged Acknowledgement Letters
Currently, when exporting data for merge fields in our Acknowledgement Letters, whether it is a pledge or a recurring gift header, we use a combination of pledge/gift amount, frequency and first installment date. This is adequate for most gifts bu...
Created 04 Nov 11:00 by Stephen Bennett
Blackbaud CRM / Revenue
0
Reviewed: Voting Open
7
Vote
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 =...
Created 02 Jul 18:11 by Guest
BBIS / BBIS / Email Marketing
0
Reviewed: Voting Open
7
Vote
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...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Campaign / Import / Revenue
1
Reviewed: Voting Open
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