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Run as another user for FROG
Before going live with FROG, we had a hard time testing because we didn't have a Run as feature to test what some users may experience as we tested across different mobile devices. We think this would be a good feature to your client base as we al...4 Reviewed: Voting Open
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Add "Subject Area" to Guidestar Data in Wealth & Ratings Affiliations
At the University of Michigan , we are currently pushing to gather and transform as much biographical data about prospects into Interest Data. One area we have recognized as a possible source for this project is the Guidestar data in the Affiliati...0 Reviewed: Voting Open
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Web Transaction Download process should convert timestamps from BBIS to CRM's configured time zone.
BBIS and CRM both have timezone configurations. BBIS is storing all transaction dates in UTC Time. CRM does not. When transactions are downloaded form BBIS, some transactions get the wrong gift date. For example, if our server is in Eastern daylig...0 Reviewed: Voting Open
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Change the Tokenizer so it handles mixed files
The new Tokenizer built in to BBCRM can't handle files with both credit card rows and other rows. The old desktop app handled these reasonably well, as it had an option to only tokenise rows where a particular field (in our case 'Payment Method') ...0 Reviewed: Voting Open
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Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th...0 Reviewed: Voting Open
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remove 'planned' as an option for a plan's status
Because of the way 'My Fundraiser Page' is set up when a planned step is added to a prospect's plan it does not show up in the most frequently used tab 'Pending steps'. Additionally, planned steps on a prospect's plan do not show up on the constit...3 Reviewed: Voting Open
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Add an audit table for "last changed by" on queries
It would be great to have an audit table that shows edits to queries. Currently we cannot find a way to see who last edited a query (only who created it)1
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Ability to log all reads to the database
Currently Blackbaud CRM has the ability to audit all inserts and updates to a constituent record. We would like to track all individuals that have also viewed the record. Our database contains high profile individuals and would like to track who w...0
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add Wealth and Ratings and SSN to the merge configuration
We have identified a number of inactive records that are appearing in mailing and solicitation files because they have Wealth & Ratings data. This made us curious why this information would not move to the target record during a constituent me...1 Reviewed: Voting Open
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Educational institutions are added as partial organization records which causes problems in other areas of the application such as relationships
Currently, when you create a new educational institution an incomplete organization record is also created. This is confusing to users as these partial org records are appearing in various search options (such as on the add relationship screen). T...4 Reviewed: Voting Open