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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...1
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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...0
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Have the ability to have individuals and org records included in one research request
Currently when you create a prospect research request it can only handle all individuals or all organizations.0 Reviewed: Voting Open
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Add the ability to turn off displaying the converted currency amount on a donation form when the Multi Currency option is enabled
When Multi Currency is enabled in CRM, Donation Forms in Blackbaud Internet Solutions will convert the donor entered amount from the sites currency to the donors local currency. There should be an option available that will allow us to hide the di...0
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revert changes made to drop down menu functionality in Web shell
Repeatedly entering a letter cycles through the items starting with that letter in 2.94. In version 3.0 and higher it appears to be set to auto-complete. As an example, entering multiple "S" in the Add a relationship Relationship drop down list in...0
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Matching Gift Payments: Pull in appeal and designation
When a gift is entered and a matching gift claim is auto-generated, the claim appears in the application drop-down when you go to apply a payment against it (great!) but the appeal and the designation do not pull in. That requires the data entry p...0 Reviewed: Voting Open
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Copy a query - Save As
When a query is copied the Save As option is greyed out on the Set Save option tab. We need the ability to 'Save As' a query that has been copied.0
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Add the ability to create BBIS System Administrator users with a password that does not expire
When building customizations, we may need to create a BBIS user account that will be used by it. Currently there is not an option to have an account created to use a password that does not expire. If this option were available, it would be easier ... -
sort the Corporate Structure Selection Edit Form alphabetically
Users are currently unable to sort the selections on this list and must peruse the entire list when making their selections. Please allow a sort on this list to improve usablitly. -
Add 3rd option on querypermissions; "add user to view logic"
We love being able to limit who can run and who can edit, but there is a gap. For those that we don't want to be able to edit, we don't mind people seeing the logic.... it would be helpful if this was an configurable option on all queries.