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Add functionality allowing Excel files to be imported
My organization would like to import Excel (.xlsx) files in the same way .csv files are.0 Will not implement
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Expose the credit card token and/or its existence via Ad-hoc Query
At the moment there is no way of telling in Ad-hoc Query, whether a Recurring Gift with Payment method = Credit Card, has enough information to deduct a payment, i.e., has a token. The display in BBCRM shows 'Credit card - last 4 digits' or 'Credi...1 Reviewed: Voting Open
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Allow separate options for guests within a Registrant Batch.
When manually entering registrants it's possible to have a Guest with a separate registration option from the Host. Currently it is not possible to have this same configuration when adding registrations from a Registrant Batch.0 Reviewed: Voting Open
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Add description field to attribute categories
No description provided0 Reviewed: Voting Open
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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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Add the ability to write off Event Registration balances
Donors often underpay for Event Registrations and there is not currently a way to write off the balance.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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allow for adding designations to events after registrations have been added to records
Once an Event has registrants, you're unable to check 'allows designations on fees' which means you can't attach a designation to the revenue record0 Reviewed: Voting Open
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allow constituents without the staff constituency to be event coordinators
Temporary staff do not receive the STAFF constituency, so cannot be Event Coordinators. We have Temporary staff in a specific department who need to be coordinators. Currently there is no way to handle this. -
Consolidate Acknowledgments into one letter.
When processing acknowledgment letters it would be helpful if all of the unacknowledged revenue for a single constituent is consolidated into one letter. Currently CRM prints out a letter for each unacknowledged revenue.0 Reviewed: Voting Open