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allow DIY forms to allow more phone number types to be added from the system defined fields.
Currently if you want your form to populate more phone numbers you would have to create UDFs, these UDFs would be different from the system defined fields and therefore you could have duplicate information or confusion on where to find phone numbers.Reviewed: Voting Open
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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...Already exists
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Ability to add coding to buttons for better conversion tracking
it is important for school to measure success of programs beyond page visits/views, etc. I would like to suggest adding the ability to embed google analytics directly to buttons so we can track on conversions rather than just getting to the page.Reviewed: Voting Open
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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...Reviewed: Voting Open
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"Mailto" links be used and tracked in click through data.
Tracking data around emails links that are included in BBIS emails are important to the stats that organizations use to monitor online activity of their constituents.Reviewed: Voting Open
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View Imported Selections on the View Selections page
Unfortunately, the ability to preview the contents of an imported query/selection directly isn’t currently a feature of CRM. Imported selections don’t work exactly like Ad-Hoc query-generated selections (which can be previewed with View Selections... -
KPI chart - make the charts more visual
KPI charts are at the moment really small and it is difficult to actually view the values in the chart. Also the filtering does not show the values for the certain selected period. If you select the 90 days it does not show correctly the values it... -
Donors to be able to update the status of reoccurring gifts through BBIS, in BBCRM.
When clients cards get declined their reoccurring gifts get changed to a terminated status. They can then not change the status after updating their card information. -
Wealth Screening should not automatically update blank fields in the database
Currently when manually processing a Wealth Screening if a field is blank in the Blackbaud CRM database but the field exists in the Biographical wealth screening information the field will automatically be updated in CRM. The business user is not ...Reviewed: Voting Open
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Map the new sustainer likelihood score in the Model Score Update Batch fields
After an organization has received a Target Analytics data file, it can be imported using a Model Scores and Ratings Update batch. There is not currently a field for Sustainer likelihood. It is recommended that Sustainer likelihood be added into t...Reviewed: Voting Open
