-
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...2 Reviewed: Voting Open
-
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
-
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
-
Provide a way for users to know where a smart field is being used
There have been several times where smart fields have to be re-built because they either don't run or they pull in incorrect data. When this occurs, you cannot delete the defunct smart field... nor can you change the name to alert users. It would ...3 Reviewed: Voting Open
-
I suggest that you add Logon Hours permissions, so I can comply with FLSA laws for non-exempt staff access
We legally need to restrict access to CRM to non-exempt staff outside of normal business hours, however you do not offer Logon Hours permissions per user/group.0 Reviewed: Voting Open
-
Add attachments to Fund records
This allows us to add supporting documentation to a fund record1
-
Allow Url Param to feed into gift custom attribute for Online Giving Form
Online Giving Form: Currently, we can only pass in appeal, campaign, designation, and designation name in the url that will then populate the form hidden fields. https://webfiles-sc1.blackbaud.com/files/support/helpfiles/tcs/content/donfm-param-fo...0
-
Expand the Global Change capabilities (maybe to the same level as RE...?)
The Global Changes available are very limited, especially compared to RE. It would greatly facilitate a lot of data clean-up if the Global Change capabilities were expanded.7 Reviewed: Voting Open
-
Add the ability to search for data in committed and uncommitted batches
We have large batches with upwards of thousands of records and many pages. It is difficult to find a specific transaction to review or update. You have to scroll and go from page to page to find the records. It would be great to add search criteri...3 Reviewed: Voting Open
-
Allow to send emails to Organization from BBIS
This would be useful as many organizations may need to send other organizations emails. If a list of Organizations from CRM is uploaded to BBIS, the status of those emails is No Valid recipients.6 Reviewed: Voting Open