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The whole path is still exported when changing the header name of an export field
When exporting items from Blackbaud CRM using an export definition users have the option to rename the header. When a user renames the header the expectation is that this is the field that will show up on the export, but it gets appended to the fu...2 Reviewed: Voting Open
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Enhance the organizational unit users list
Enhance the organizational unit users list data list by adding columns to display the account disabled status, and the account lock out status. Identifying accounts that are disabled would assist in answering auditor questions concerning user rights.1 Reviewed: Voting Open
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Fix Appeal Performance Report
The calculations are doubling in parts of this report, number of gifts, etc. It seems to be counting both pledges and payments to come up with some of the counts.We have a customized solution of CRM through JFNA and the Jewish Federation Collectiv...0 Reviewed: Voting Open
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Allow the Planning Calendar to filter between Marketing Acknowledgements and Direct Marketing Efforts.
Currently when filtering on the Planning Calendar both Marketing Acknowledgements and Direct Marketing Efforts are displayed when checking 'Marketing Efforts,' which can can lead to confusion. It would be helpful if there were separate options.0 Reviewed: Voting Open
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Keyboard shortcuts 4.0
Keyboard shortcuts would speed up data entry, it would save time by not having to move from the keyboard to the mouse. It would also assist those with disabilities and have difficulties with using a mouse.2 Reviewed: Voting Open
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Allow event registration fees to have a revenue catgegory added.
Currently event registration fee transactions cannot have a revenue category added. We use the revenue category to code our payments to match our finance system and a NULL value is not useful for our GL function. We have a number of event registra...0 Reviewed: Voting Open
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make the ability to be able to bulk-register invitees from an invite list on an Event.
It would be nice to be able to select IDs from the invite list you want to register and then be able to select them and then register. Much like you can update event attendance in bulk.0 Reviewed: Voting Open
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Request the BBMS Transaction ID When Receiving Results into BBCRM
When the results of a BBCRM credit card transaction are received from BBMS, it would be useful for reconciliation and querying if we could get the BBMS transaction ID in addition to the current info. The trans ID is unique to the credit card trans...0 Reviewed: Voting Open
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The ability to link a prospect plan step to an event
While we can easily tag a general interaction to a specific event via the event field, there is no event field on the prospect plan step form.0 Reviewed: Voting Open
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Add a Recurring Gift Cancellation process - similar to Sponsorship cancellation, where a reason must be provided
Please add a cancellation process to recurring gift records, so when a constituent wants to cancel their recurring gift a reason why must be entered. This should be similar to the Sponsorship cancellation process. At present we can only change th...2 Already exists