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Constituent Update Batch - Constituent Update Options
The DOB field on the Batch Constituent Updates option only has 2 options: 1) Update the DOB 2) Ignore the DOB. All other data items on this option have the choice to 'review the item', I would be interested to know why this doesn't exist for DOB a...0 Reviewed: Voting Open
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Create a new revenue marketing edit form
Create a new edit form that will appear on applicable posted revenue such as pledges and payments. This new edit form would allow the user to ONLY edit the Appeal, Inbound Channel, and Marketing Effort. It should be smart enough to only generate G...0 Reviewed: Voting Open
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Improve error reporting in BBCRM Cloud Portal
It would be useful to be able to see an error message rather than just 'Failed' when a refresh or deployment fails. That would give us something more to communicate to the support team, and may sometimes enable us to fix a problem ourselves, e.g.,...1 Reviewed: Voting Open
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Allow Designation Selections for Recognition Programs
When creating recognition programs, users can only select one account at a time to include them for the program. Some of our programs have over 700 designations. A selection of these designations would offset this system limitation.0 Reviewed: Voting Open
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Add the ability to Query on recognition credit defaults & Globally Change defaults
Recognition Credit Defaults are set/viewable Info on the Recognition Default tab when on a constituents revenue & recognition -- but is not available using Query, and there's no global process to add/change defaults -- ideally you'd be able to...0 Reviewed: Voting Open
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Need a Smart Field for Interactions
We need to be able to query the Last Completed Interaction Date, Last Completed Interaction Summary and Last Completed Interaction Contact Method. Right now, this is not possible for us to track our last interactions.0 Reviewed: Voting Open
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Email returned by ISP needs to mark the email as "do not email" with a reason of "ISP return - bad address"
When an email is sent and is bounced because the address is not good, BBEC only marks the email with a NO icon and adds a non-searchable comment stating the ISP has reported the email address is invalid on a certain date. It does not mark the emai...0
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Default the GL Post Date in the enhanced revenue batch as is done for the date field when that field is enabled
When adding payments to an enhanced revenue batch, the transaction date is defaulted to the current date. When the GL Post date is enabled, this date is blank. It would be beneficial to default this date also. This is especially true for batches w... -
Provide the ability to mark an event registrant as "Attended remotely"
In today's world, many people will attend a smaller event such as a committee meeting remotely via conference call or webcast link. We need the ability to track that the person attended the event, but attended it remotely. -
Generate Report Subscription failures notifications and Report Usage Metrics
We have several data-driven report subscriptions setup to run daily, weekly, monthly and yearly. We are a hosted client and as it stands, we do not have access to report server data. So, we are heavily dependent on Blackbaud support staff to provi...0 Reviewed: Voting Open