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Allow Plan Outlines to specify the Category, Subcategory and Status of Steps
This would avoid our staff accidentally creating Steps without Category and Subcategory (where relevant, which it is for almost our Steps) and accidentally creating them as Planned whereas we want them created as Pending. At the moment we have to ...1 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... -
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...3 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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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'...13 Reviewed: Voting Open
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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
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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
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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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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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Include a dark mode for bbcrm
For those with light sensitivity including those with concussions, a dark mode is needed.4 Reviewed: Voting Open