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Add the Opportunities tab to the process of adding a Prospect Plan on a constituent record
When adding a prospect plan to a constituent, you should have the ability to click on the Opportunities tab to enter that as well before saving. This way you can enter the details, steps, and opportunity in one swoop then click save versus enterin...5 Reviewed: Voting Open
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Blackbaud ID Single Sign On SSO - Time Out Warning
Currently when our Blackbaud ID SSO session expires, we are logged out of Blackbaud immediately. However, current work is lost. We can click the button and log back. Many websites now will provide a short warning to see if you are still active. Ca...0 Reviewed: Voting Open
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Add Notification ability to Purpose/Designation records
When accessing a Purpose/Designation record, a pop-up notification would appear displaying important information for the record in question (identical to what is seen on a Constituent's record).1 Will not implement
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Enable Query of Constituent Recognition Credit Defaults
We discovered that constituent recognition credit defaults are not removed when the relationship that generated them is deleted. We have a separate Idea Bank request to generate a warning when deleting a relationship that generates rec credit defa...3 Reviewed: Voting Open
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Need the ability to "Folderize" import selections
Ad hoc queries can be saved in folders - import selections need the same functionality or they will become unmanagable.1 Reviewed: Voting Open
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Dynamic dates (start, end, expected) for global changes
Interaction global changes are very useful for setting up reminders for managers when gifts come in. BUT the expected date needs to be changed every day! If there were an option to set to "today," this would be great!5 Reviewed: Voting Open
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Add the ability to report on on the total amount of expected revenue from a Recurring Gift and its current payments.
Currently in CRM there is not a way to calculate the total expected amount of a Recurring Gift that has an end date along with it's current payments.0 Reviewed: Voting Open
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Add option to flag event as a 'virtual event'
During 2020 we have had to move a lot of our events to a virtual platform. It would be great if there was an option to flag the event as being a virtual event. It would also be great if the flag pulled through on to the BBIS booking pages as well.0 Reviewed: Voting Open
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Open PDFs in browser without having to download first
Due to the way PDFs (and all attachments) are stored in BBCRM, the files must be downloaded before they can be opened. It would be useful to make a funtionality change to BBCRM to allow the browsers to recognise that the files can be opened direct...0 Reviewed: Voting Open
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Alow changes to be made to the prospect plan a planned gift is linked to
There is currently no way to change the prospect plan a planned gift is linked to so if the planned gift is linked incorrectly when entered, you have to delete out the planned gift and enter it back in, in order to change the plan that the planned...1 Reviewed: Voting Open