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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
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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
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Allow users to select fields to be included in profile update batch
The current Profile update batch template in CRM for BBIS transactions falls short of expectations. The Profile update batch template should receive the same treatment that the OLD donation batch template receives when it was upgraded to Enhanced ...8 Reviewed: Voting Open
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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... -
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
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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
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Add functionality to refresh the exchange rate on Opportunities
Currently, the exchange rate is not refreshed on Opportunity records after the corporate exchange rates are updated. This leads to stale data for the amount of the Opportunity and the only workaround is to delete the record and re-add it.0 Reviewed: Voting Open
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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
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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
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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