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Fix GL distributions generated when Reconcile Matching Gift functionality is used to link payments to claims
The current Reconcile Matching Gift functionality modifies the original GL distribution by reducing the debit and credit amounts to the amount that is not applied to claims. This is incorrect from a GL standpoint and this functionality should be c...0 Reviewed: Voting Open
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Add the ability to Query on Participants
There is currently no way to create a query or selection at Interaction Participant level. There is no node for this.0 Reviewed: Voting Open
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Add flexibility when reassigning sponsorships
It is not possible to reassign financial sponsors without also reassigning the sponsorship recipient. For other types of revenue, it is possible to change the constituent on the revenue record, but this functionality does not apply to sponsorships.0
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Ability to uncheck "update household phone" per batch
When importing records into a batch the Update household phone is automatically checked. Currently, BBCRM does not have the ability to uncheck this option for phones and emails beyond manual adjustment. For example; a phone number was given an end...0 Reviewed: Voting Open
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Improve process audit tracking
Improve tracking of processes that update data such that a user could trace an edit back to the specific run/instance of an import/batch or global update that updated a record.
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Reviewed: Voting Open
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provide a way to delete/maintain/reduce the dbo.stats table
in database growth managment the stats table frequently features in the top 10 tables by size. There is currently no out of the box global change or delete process for this table so it's growth can not be maintained.0 Reviewed: Voting Open
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Allow Plan Outlines to be made Inactive and to be sorted
We would like to be able to make Prospect Plan Outlines Inactive, rather than having to delete them when we don't want to use them for a while (or possibly ever) - they are useful background to creating new ones or can potentially be repurposed. A...1 Reviewed: Voting Open
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Stewardship - Generate step update batch pending to completed
It'll be useful to include 'pending' to 'completed' field update within the Manage Stewardship Plan - Step Update Batch Process. Alternatively, a Global Change process can be used.0 Reviewed: Voting Open
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allow users to globally delete constituent interactions
There currently is no global change that allows users to globally remove interactions from constituent records. We would like this functionality added to Blackbaud CRM.3 Reviewed: Voting Open
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Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified
Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified0 Reviewed: Voting Open