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Vote
When adding a correspondence process, user should be able to enter a specific date of the process. It should not just default to the current day's date.
Sometimes prospect managers or others do bulk activities that are not appeal, and not interactions. Having the ability to select the date of a correspondence allows for greater flexibility in tracking all the communications that donors have been r...
Created 12 Oct 17:23 by Greg workman
Blackbaud CRM / Marketing and Communications
3
Reviewed: Voting Open
16
Vote
Make restricting Exports Easier
the ability to remove access to exports in admin, efforts, datalists etc exists but you have to do them one by one. A central method for managing who can and cannot export what type of data would be great
Created 13 Feb 20:32 by Guest
Blackbaud CRM / Administration
3
Reviewed: Voting Open
19
Vote
Add the ability to change which Prospect Plan Step drives the Plan Stage
At this time the Prospect Plan Stage is driven by the last completed step based on date completed, or if there are no completed steps it will use a pending step. This case cause confusion as sometimes the pending step is so far in advance that it'...
Created 14 Oct 13:31 by Guest
Blackbaud CRM / Prospect Plan
1
Reviewed: Voting Open
86
Vote
Reflecting Guests Attendance through Events
Currently users are unable to "Mark as will not attend" or "Mark as Cancelled" as guests to hosts within events. Example would be if John Smith was the main registrant and Jane Smith was his guest, John was able to come to the event but Jane wasn'...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Events / Recognition credit
13
Reviewed: Voting Open
25
Vote
Improve Constituent matching algorithm
The current rules for calculation of 'Constituent matching' are heavily weighted towards mail addresses and don't seem to take email addresses or phone numbers into account nearly enough. According to https://webfiles.blackbaud.com/support/howto/c...
Created 10 Feb 01:26 by David Wanless
Blackbaud CRM / Batch
0
Reviewed: Voting Open
85
Vote
If/Then/Else Logic for Name Format Options
It would be extremely helpful to allow if-then-else logic to structure names. For example, consider two constituents: Nickname: Jessie First Name: Jessica Last Name: Jones Nickname: [NULL] First Name: Robert Last Name: Sullivan make a name tha...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Name formats
4
Reviewed: Voting Open
17
Vote
Include a dark mode for bbcrm
For those with light sensitivity including those with concussions, a dark mode is needed.
Created 17 Dec 20:25 by Christina Provost
Blackbaud CRM / Administration
4
Reviewed: Voting Open
84
Vote
Adjustment Visibility
We need a way to mark gifts as Adjusted and have this visibility surfaced to the Revenue History and Recognition History screens so that our Fundraisers can easily distinguish new gifts from adjusted gifts. Currently you have to drill in to the Re...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Payments
2
Reviewed: Voting Open
1
Vote
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.
Created 19 Sep 07:44 by Lewis Cole
Blackbaud CRM / Global Change
0
Reviewed: Voting Open
81
Vote
Add the ability to create a contact report from a Stewardship Plan
The system currently allows a contact report to be created from within a Major Giving Plan. Extend this functionality so that a contact report can also be created from within a Stewardship Plan.
Created 29 Jun 13:23 by Allen Roth
Blackbaud CRM / Prospect
5
Reviewed: Voting Open
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