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4
Vote
Allow the application to successfully interpret Word quotation mark/apostrohe formatting.
When copy/pasting a constituent name from Word that has an apostrophe (e.g. O'Donnell) into a search field, the application does not interpret the Word formatting and returns no results. This can cause duplicate records to be created.
Created 21 Jan 18:40 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
4
Vote
Add Transactions to the Search bar so that known records can be looked for quickly
Everyone who processes and reviews revenue wold benefit from a quicker and nore accessible search for those records where the RevID is known
Created 21 Jan 13:01 by Guest
Blackbaud CRM / Revenue
0
4
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 OOB to query on addresses updated by Address Accelerator
We just implemented and for monitoring now or troubleshooting any issues later, it would be helpful to be able to identify those addresses being validated by individual users outside of the AA bulk processing.
Created 29 May 15:06 by Lee Arnason
Blackbaud CRM / Contact Information
0
Reviewed: Voting Open
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
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 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
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
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