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Phone number types in BBIS
Currently when donating and signing-up online in BBIS, the only phone type available is "Home Phone", this needs to be expanded to include all other phone types in CRM (mobile, work phone etc).3 Reviewed: Voting Open
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global batch delete
Have the ability to delete committed batches in bulk. We would like to keep committed batches for upto a year. Anything older than that should be deleted. This holds true to all types of batches, constituent and revenue.3 Reviewed: Voting Open
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allow users to import transactions for inactive records
Currently users can enter transactions for inactive records in batch or using the one-off form. They are not able to using a lookup ID in an import because there is no way to have the option to include inactive records checked by default on the lo...1 Reviewed: Voting Open
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Add spouse LookupID in revenue batch "Constituent Window".
Adding the spouse LookupID to a revenue batch would allow our accounting team to easily identify the exact spouse record and then apply spouse credit to the appropriate record. We're aware of the "Constituent Window" and Household member informati...0 Reviewed: Voting Open
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Move Google Analytics tracking code from footer to head tag
Google has stated the tracking code should go at the top of the head tag since they introduced the asynchronous code in 2009. The field found in the settings load the tracking code in the bottom of the page code. The asynchronous code does not slo...2 Reviewed: Voting Open
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Allow the default status of a prospect plan step to be changeable
Out of box, the default status of a prospect plan step is "Planned". My organization would like to change the default status to "Pending". Accordingly, we would like CRM to have functionality to allow us to change the default value.3 Reviewed: Voting Open
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Allow editing the displayed text on the Blackbaud Checkout
Currently there is no way to interact with the text on the Blackbaud Checkout. It may be helpful to some organizations to be able to rephrase certain language such as the "By Completing this step, you authorize the storing of this card account for...0 Reviewed: Voting Open
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Add the ability to add a task that is a hyperlink to an external web page
It would be helpful to give users the ability to add a task that is a hyperlink to an external web page. For instance, they could have a landing page for a functional area and they could add a link that would take the user to a web page outside of...0 Reviewed: Voting Open
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Add a save and a save and close functionality to the edit Organization hierarchy box
When you enter the edit hierarchy area (which works a bit better than the front end), it doesn’t save your work until you hit save and then it closes out entirely and you have to go back in and open up the hierarchy again to the location you were ...0 Reviewed: Voting Open
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Make Organization Hierarcy searchable / filterable
Not currently able to search for positions or fundraisers in Org Hierarchy. Would like to search current and historical fundraisers