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Receive Notification from Blackbaud once AddressFinder file has been received
It would be helpful to receive a notification from Blackbaud once the file has been received after being submitted via the AddressFinder Process step 2. This is helpful instead of having to frequently check back to view the process status page to ...Reviewed: Voting Open
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allow Generate Revenue Update Batch to honor defaults set up in batch template.
The Generate Revenue Update Batch (GRUB) is used to adjust multiple transactions at once. When setting up the GRUB, a Revenue Update Batch (RUB) Template is required so it knows what kind of batch you want the adjustments created in. The RUB Templ... -
Add the ability to do matching Gift Claim with Payment Part 2.0 in BBIS
We would like for the ability to have donors be able to let us know about them making a matching gift with there company just like the donation form. We want to stay secure with our donations and that is why we are using the payment part 2.0 but w...Reviewed: Voting Open
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Solicit Code add/change history to be available per constituent, not just in audit table
Investigating constituent solicit code additions/changes is very difficult using the audit table CONSTITUENTSOLICITCODE. Would be great if "Solicit codes" was one of the available field types in the History function from the Constituent view. (See...Reviewed: Voting Open
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Add the ability to mark a committee as inactive
We have the ability to mark individuals and organizations inactive. To be constant, we also need the ability to mark a committee as inactive.Reviewed: Voting Open
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Include a BBIS transaction confirmation/order number that can be used to find a transaction in CRM
While there is an "Order Number" merge field that can be used in some payment confirmations, there is no way to actually find a transaction in CRM using that number as a reference. I am proposing the addition of an order number to BBIS/CRM that ca...Reviewed: Voting Open
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Remove column for BUSINESSPROCESSOUTPUT_PKID that is automatically inserted into the file in the first column
When exporting constituent data using one of the export definitions, a column for BUSINESSPROCESSOUTPUT_PKID is automatically inserted into the file in the first column. It would be nice to have a way to prevent this. That column could be causing ...Reviewed: Voting Open
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Generate Revenue Update Batch Number
After running a generate revenue update batch process, the process results screen does not display the batch number of the newly generated revenue update batch. You have to go to the Batch Entry screen and search around for the most recently gener... -
Add option to Recognition Programs to allow "member consecutively since" field to be based on cutoff date logic rather than calendar year
If a constituent joined a recognition program at the end of the year and the cutoff logic and expiration date treat this as membership for the upcoming year, then there should be the option to also allow the "years of consecutive membership" field...Reviewed: Voting Open
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Export process to external server location
In BBCRM there is an ability to create a job schedule which automates running an export process. However, that is all it does and there is no option to specify an external location to download the data (i.e. ftp server). Therefore the end-user is ...Reviewed: Voting Open
