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Add the ability to remove the "Bounced" flags on email addresses in bulk
In the event that "bounced" flags may be outdated for a large number of constituents, it would be convenient to add a way for users to globally update records removing the flag or the ability to remove the the flag in bulk, rather than having to g...1 Reviewed: Voting Open
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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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Add last viewed date for audit table reports
Audit tables take up a significant size and can be purged using the global change. To help manage this I would like to see filters added to the audit table query which relate to their reports. Last accessed by/date info would indicate the frequenc...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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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... -
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
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The import process should support a pre-process form so Design Mode actions can be created
My organization would like to create actions in design mode to open, edit, and run Import Processes from around the Blackbaud CRM environment. However, actions created in Page Designer to call the Import Process Wizard Edit form do not work becaus...0 Reviewed: Voting Open
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Add Prospect Status as a field that can be updated in Manage prospects and plans in bulk
My organization would like to update the Prospect Status field in bulk. Currently, there are Ideas to add this feature as a global change, which would work fine for us as well, but we think it'd also be great as an option in the Manage prospects a... -
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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The ability to link recurring gifts to opportunities
There are now additional types of revenue that you can link to opportunities in order to track high-impact donations. Previously, Blackbaud CRM allowed you to associate pledges and donations with an opportunity to signify the level of fulfillment ...14 Reviewed: Voting Open