-
Warn sysadmins to check Business Process ownership when revoking a user's system administrator permission
Please modify the 'Revoke system administrator' task (RecordOperation 'Application User: Revoke System Administrator') so that it gives a warning akin to 'Warning: If this user owns any Business Processes those processes may stop working. Check th...1 Reviewed: Voting Open
-
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...4 Reviewed: Voting Open
-
Add a task option to unlock and/or force rotate the readonly DB account
Add a task option to unlock and/or force rotate the readonly DB account from within the CRM Cloud Portal. Currently password rotation day results in a day of waiting for the account to unlock as it it updated with the services/users that are using...1 Reviewed: Voting Open
-
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... -
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...2 Reviewed: Voting Open
-
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...0 Reviewed: Voting Open
-
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.5 Reviewed: Voting Open
-
Allow the ability to change deceased confirmation codes
Currently, deceased confirmation codes are hard-coded within CRM. Users would like the ability to change those.4 Reviewed: Voting Open
-
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'...1 Reviewed: Voting Open
-
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 great3 Reviewed: Voting Open