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Online Giving Forms: Respect CRM batch status with API
The current functionality is such that the CRM batch status is ignored when incoming data is added to CRM. The current workaround is to limit batch sizes to much smaller counts and/or wait until a batch is full before processing. Add functionality... -
Online Giving: No Delay on Recurring Gift Payments
Would like the processing of initial recurring gift payments to not be on a delay so revenue can be processed efficiently and quickly. -
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...Reviewed: Voting Open
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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 ...Reviewed: Voting Open
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remove QUERYRECID from query results.
Users can create queries and export the results in Microsoft Excel format. However, some users have experienced two additional fields displaying in the .xlxs output file which were not a part of the query output criteria. These two fields are Rev/... -
allow the clear results button to be active when a receipt process is interuppted
Occaisionally a receipt process will be unexpectedly terminated and the only way to clear results is via a SQL query. This button should light up for any time that there are transactions that need to be cleared. -
Provide a banner to appear below omnibar for purposes of communication with users
Similarly to how Blackbaud Case Central displays notifications in an orange banner we would like to be able to do the same within BBCRM. This would be used to notify/remind users of upcoming changes, make users aware of issues that may impact func...Reviewed: Voting Open
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are able to apply a previously posted to gift to a new pledge.
At times, a gift will arrive and need to be processed prior to a pledge form being processed for this gift. Sometimes a new fund may need to be created for the gift. The only way currently to apply the previous gift to the pledge is to adjust the ...Reviewed: Voting Open
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Allow the Planning Calendar to filter between Marketing Acknowledgements and Direct Marketing Efforts.
Currently when filtering on the Planning Calendar both Marketing Acknowledgements and Direct Marketing Efforts are displayed when checking 'Marketing Efforts,' which can can lead to confusion. It would be helpful if there were separate options.Reviewed: Voting Open
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Add Edit Responses button available for Event Invitations on Constituents' Communications tab
When on a constituent record's Communications tab > Communications sub-tab, my organization would like to have the Edit Responses action appear for Event Invitations. Currently, the Edit Responses button only appears for certain communication t...
