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12
Vote
Identify and linkify related data on all screens in CRM
PLEASE PLEASE PLEASE assign someone to go through every CRM screen and identify where there is a data element (constituent name, designation name, etc.) that ties to another piece of data but is not a clickable link and have them turn it into a li...
Created 07 Aug 16:49 by Brandon O'Leary
Blackbaud CRM / Administration
2
Reviewed: Voting Open
29
Vote
Add functionality of "recurrence" for an event
Sometimes you can have an event take place over a course of time, but it is truly one event. For example, an event that happens every Wed for a month. Right now workarounds are to 1) create the same event with the same registrant multiple times -...
Created 02 Aug 16:18 by Linda Arocho
Blackbaud CRM / Events
1
Reviewed: Voting Open
17
Vote
Add a Batch Templates tab to the System Role page, so we can see which Batch Templates have been granted to the role
Add a Batch Templates tab to the System Role page, so we can see which Batch Templates have been granted to the role
Created 31 Jul 00:37 by David Wanless
Blackbaud CRM / Security
1
Reviewed: Voting Open
4
Vote
be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?
Created 18 Jul 15:02 by Ineke Clewer
Blackbaud CRM / Query
1
Reviewed: Voting Open
7
Vote
Remove column for BUSINESSPROCESSOUTPUT_PKID that is automatically inserted into the file in the first column
When exporting constituent data using one of the export definitions, a column for BUSINESSPROCESSOUTPUT_PKID is automatically inserted into the file in the first column. It would be nice to have a way to prevent this. That column could be causing ...
Created 16 Jul 14:28 by Guest
Blackbaud CRM / Export
0
Reviewed: Voting Open
10
Vote
Add the "Copy household address" or "Copy household's primary contact information" option to the Add constituent to household form
If an individual is added to a household from the household record, the Add a household member form has the option to copy household's primary contact information to the new household member. However, when adding an individual constituent to a hou...
Created 12 Jul 00:14 by Guest
Blackbaud CRM / Contact Information
1
Reviewed: Voting Open
3
Vote
Allow bulk 'Include in next send' for Invitees
At the moment you can only tag someone to be included in the next send of an invite by individually changing each invitee record. BORING!! We need to be able to bulk 'Include in Next Send' to make the event module more user friendly. When you hav...
Created 10 Jul 03:29 by Liz Hackett
Blackbaud CRM / Events
0
Reviewed: Voting Open
3
Vote
Add functionality to the Clear Matching Gift Claims process to reset/adjust/clear recognition credits
In SP19, the Global pledge write-off process received functionality to adjust recognition credits and my organization would like to see this same functionality added to the Clear matching gift claims process. When we are marking matching gift clai...
Created 02 Jul 16:52 by Guest
Blackbaud CRM / Matching Gift
0
Reviewed: Voting Open
2
Vote
Allow for online event registration fees and additional donations to be saved under the one revenue ID
If a registration with additional donation is completed directly into CRM it comes through under the one revenue ID (with two applications) but when a similar transaction comes through BBIS it is separated into two revenue IDs. This mucks up marke...
Created 18 Jun 23:51 by Jenny Goeby
Blackbaud CRM / Events
0
Reviewed: Voting Open
42
Vote
Add the ability to search for data in committed and uncommitted batches
We have large batches with upwards of thousands of records and many pages. It is difficult to find a specific transaction to review or update. You have to scroll and go from page to page to find the records. It would be great to add search criteri...
Created 14 Jun 19:30 by Alexis Holmes
Blackbaud CRM / Batch
3
Reviewed: Voting Open
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