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Allow document attachments to be imported through an import process
Through an import process, provide a means to import attachments for constituents.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...Reviewed: Voting Open
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have the ability to export search results
The search function is essentially a query and it would be helpful to be able to export search results instead of having to recreate the search in an ad-hoc query. It also allows users who do not have the ability or knowledge to create an ad-hoc q...Reviewed: Voting Open
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Create a task to Add an ad-hoc query in the Analysis functional area to bypass having to go into the Information Library first
The Information Library is slow to load. Often a new query needs to be created, and it would be faster to be able to directly select the "Add an ad-hoc query" task from the Analysis functional area or from the home page.Reviewed: Voting Open
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Have eReceipting option on the new Optimised Donation Form
The optimised donation form generates a Thank you email but does not produce an eReceipt. Receipting would need to be carried out within CRM. -
Allow institutions with the same name into Educational Catalog
There are hundreds of schools in the United States alone that shares it's name with another school. CRM does not allow schools with the same name to be entered into the Educational Institution Catalog, and we must therefore add the second school w...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...Reviewed: Voting Open
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Household member processing in export
We'd like to use export definitions to produce outputs that only export the primary household member when both members are present. If there are individuals in the selection that do not have a household, we'd like them to appear in the output. Thi...Reviewed: Voting Open
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Allow developers to deploy custom UIModel files in an SDO environment
Currently any HTML, CSS, or Javascript files used in a customization must be packaged up and sent to SDO to be placed into the /vroot/browser/htmlforms/custom directory. The ability to write a custom WebUI is extremely powerful. The lack of a dep...Reviewed: Voting Open
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Dedupe Acquisition Lists against the database
It would be nice if there was an option when importing an acquisition list for it to dedupe against your constituent database. That way hospitals could use this to import the patients for their grateful patient programs. The dedupe would keep them...Reviewed: Voting Open
