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Vote
Please enable TEST eDMs to be distinguisable from REAL eDMs and the market identifiable
It would be really helpful if it would be possible to distinguish between test eDMs and real eDMs. Also the market each eDm relates to. At the moment this is not possible which means recipients don't know if they are receiving a test email to comm...
Created 12 Jan 16:05 by Victoria Rose
Blackbaud CRM / Email Marketing
0
4
Vote
Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual.
Created 07 Jan 16:31 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
4
Vote
Update the Giving Summary title for the Corporate Information report to Revenue Summary
From a user’s perspective, it’s counterintuitive that the “Giving Summary” report includes all revenue, when the term “gift” denotes a subset of revenue by Blackbaud’s own definition. Please consider this recommendation to change the title of ...
Created 06 Jan 15:28 by Guest
Blackbaud CRM / Reports
0
2
Vote
Add the ability to require the Registration Options field when manually adding registrations to an Event
My organization would like the ability to require the Registration Options field on the Add Form on the Add Form on the Registrations tab of an event. Presently we are unable to require that field and sometimes our users forget to select a registr...
Created 30 Jun 23:01 by Guest
Blackbaud CRM / Events
0
Reviewed: Voting Open
1
Vote
Allow longer Browser User Inactivity Timeouts for CRM System Administrator Application Users
My organization would like to allow CRM system admins to have a longer browser inactivity timeout than the default/maximum value of 900 seconds (15 minutes). Non-admins have a much longer maximum value for their web.config key, so we'd either like...
Created 28 Sep 18:12 by Guest
Blackbaud CRM / Security
0
Will not implement
3
Vote
Update related contact work addresses when the linked organisation's address is updated.
Update related contact work addresses when the linked organisation's address is updated and is identical to the related contact's work address: A constituent shares an organisation's primary address. The organisation gets a new primary address (mo...
Created 12 Mar 12:01 by Adam Kendall
Blackbaud CRM / Contact Information
1
Already exists
4
Vote
add a feature permission to grant or deny permission to refund a credit card when saving a payment adjustment
I’m looking to lock down the ability to refund card on save and there doesn't seem to be a specific feature permission on this. If the user has rights to the Edit form they will be able to mark or unmark the box.
Created 04 Dec 18:50 by Guest
Blackbaud CRM / Payments
0
Reviewed: Voting Open
3
Vote
Allow for entry of more than one transaction note at a time during batch entry (Enhanced Revenue Batch)
We have requirements for adding a few different documentation notes on transactions (like conditions on a pledge and thank you note information from the fundraiser). If we have more than one type of note to add on a transaction in batch, we have t...
Created 02 Mar 22:37 by Amanda Brown
Blackbaud CRM / Gift Processing
0
Reviewed: Voting Open
4
Vote
Add the ability to assign multiple sites when creating the Major Giving Plan
Currently there is not a way to create Major Giving plans with no site assigned to them and still have users, that are site secured, to see these plan steps for use when copying/creating new plans. By adding the functionality to add multiple sites...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Prospect Plan / Site Security
1
4
Vote
Goals Code Table
I would like the ability to be able to access the Goals Code Table in the Designation. We track goals on a Fiscal Year basis and would like the ability to inactivate old entries and add new entries directly into the code table. Currenly only the a...
Created 09 Nov 13:56 by Guest
Blackbaud CRM
0
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