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Vote
Allow search by Revenue/Revenue ID in apply to commitments commitment search in addition to constituent LID
Have to find the constituent and LID then select the revenue commitment. Should be able to search by revenue for a revenue item
Created 07 Dec 21:49 by Chris Ososki
Blackbaud CRM / Gift Processing
0
Reviewed: Voting Open
20
Vote
Have an option to make a copy of import file template
Add a Copy option for import file templates. This would be very handy when we are building a new import file template which is similar to an existing one. The copy should ask for the new import file and keep the field mapping where the fields are ...
Created 20 May 07:08 by David Wanless
Blackbaud CRM / Import
5
Reviewed: Voting Open
18
Vote
Add column STARTDATE with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table
Our organization would like to request that a STARTDATE field with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table in the CRM data warehouse. This will facilitate more accurate reporting and would be a valuable addition to out of box functi...
Created 28 Feb 17:02 by Guest
Blackbaud CRM / Data Warehouse
2
Reviewed: Voting Open
15
Vote
Include Alternate Lookup ID audit information in Constituent History Report
Please modify the Constituent History Report to show changes to Alternate Lookup IDs so that we can see when these were changed and by whom
Created 08 May 04:01 by David Wanless
Blackbaud CRM / Constituents
0
Reviewed: Voting Open
18
Vote
Allow Planned Gifts to be imported via batch
My organization would like to import csvs with planned gifts (not revenue) in bulk. It would be great to have this functionality via batch or some other means outside of the PGM as we would like to import the gifts to different prospects and/or pl...
Created 22 Feb 20:18 by Dana DeBlasi
Blackbaud CRM / Planned Giving
0
Reviewed: Voting Open
6
Vote
Online/Event Capacities should consider registrations in batch as part of the total.
Currently individuals can still book over the online/event capacities on Events even if the total has been passed - this is because the current logic only looks at registered individuals rather than registrations processing batches. Having this lo...
Created 06 Dec 11:25 by Elliot Falvert-Martin
BBIS / Events
1
Reviewed: Voting Open
22
Vote
Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect / Site Security
0
Reviewed: Voting Open
22
Vote
BBDM Unable to Reschedule or Cancel Sent Emails
Once an email has been scheduled, it is not possible to change or cancel it in instances where it becomes necessary to do so.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Email Marketing
0
Reviewed: Voting Open
22
Vote
Send event reminders directly from events
Currently there isn't a way to generate a registration reminder (meaning invoice) from either the event or the registrants tab within the event. Either a mail merge or one-by-one. It would be more efiicient that having to navigate out to manage co...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Events / Matching Gift
1
Reviewed: Voting Open
22
Vote
Add a column in the relationship data list to view contact type
We would like to see an additional column in the relationship tab that displays the contact type associated with each person in the list.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Gift Processing
0
Reviewed: Voting Open
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