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Recent
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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
2
Vote
Add the ability to record pronunciation of names
Like FB and LinkedIn, it would be very helpful to have a way for families / students / faculty to record their name pronunciation both at the application stage and in the system. It would allow us to truly know our constituents - and their preferr...
Created 14 Apr 16:03 by Guest
Blackbaud CRM / Name formats
0
Reviewed: Voting Open
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
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...
Created 25 Nov 16:31 by Guest
Blackbaud CRM / Payments
0
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
5
Vote
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...
Created 01 Feb 21:52 by Mitchell Gibbs
Blackbaud CRM / Security
2
Reviewed: Voting Open
6
Vote
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...
Created 12 Sep 18:59 by Guest
Blackbaud CRM / Constituents
0
Reviewed: Voting Open
6
Vote
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...
Created 02 Sep 21:56 by Guest
Blackbaud CRM / Relationship Management
0
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
6
Vote
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.
Created 29 Aug 20:51 by Guest
Blackbaud CRM / My Fundraiser Page
0
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