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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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Make eReceipting part of BBCRM/BBIS Core
Blackbaud should make their eReceipt feature pack part of core instead of trying to charge customers more for this "feature". Blackbaud makes products for non-profit companies to manage transactions and donations through online portals. They are p...1 Reviewed: Voting Open
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Allow opportunities to be linked to revenue with an application of 'Other'
Our organization raises revenue that is not considered a donation. These are things like cause-related marketing, fee-for-service contracts and investment income. We would use the opportunity area for tracking the potential pipeline for this reven...4 Reviewed: Voting Open
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Make the Giving List report Site Secure
Just recently moved to 4.0 and were excited to have the Giving list. Unfortunately it is not site secure would love for the giving list to be site secure so that only those sites can see there sites0
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Handle url encoded links better in emails
When a link that has been url encoded is used in an email, adjust your processes so that either: -the user is directed to the correct url -prevents the user from saving an email that contains a url encoded link and gives a message to user on how t...0 Reviewed: Voting Open
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Add the source constituent's current prospect manager to be added to the target constituent's prospect manager history
At present, when two constituents that both have active prospect managers are merged, the source constituent's current prospect manager is not transferred to the target constituent's prospect manager history following the merge. My organization wo...1 Reviewed: Voting Open
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Add the ability in query to include Given By details at the Membership level without needing to go into the Membership Transaction Level
You can only select 'is gift' at the membership level so if you need the details of the giver, you have to use the membership transaction section. If a particular membership has been given by multiple people over the years, it is really difficult ...0 Reviewed: Voting Open
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Add an option to Membership Renewal Efforts to include active members if the primary member is deceased.
Currently the Membership Renewal Effort only "looks" at the primary member when considering records to include in the effort. If the primary member is deceased, and the deceased handling is set to exclude these records, active non-primary members ...0 Reviewed: Voting Open
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update the Configuration Export functionality to allow selections for other objects.
Currently, the Configuration Export process does not allow users to select individual or selections of objects for certain categories such as Batch Templates and Import Processes. It would be beneficial to be able to only export selected instances...0 Reviewed: Voting Open
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unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.3 Reviewed: Voting Open