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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
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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...2 Reviewed: Voting Open
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Better visibility of existing job schedules
In the interests of avoiding record locking with secondary tasks a client would like to be able to see an alert/info box when saving a new job that it clashes with the time of an existing job A visualisation or time line when jobs are running and ...1 Reviewed: Voting Open
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Add the payment option of Apple Pay as first class method not as credit card
It would be helpful if the payment method of Apple Pay was added to CRM to allow reporting on Apple Pay donations.4 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 ...13 Reviewed: Voting Open
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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
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To make "preferred pronouns" a standard part of the constituent record in CRM
In an attempting to expand the diversity and inclusiveness, ELCA received a request to add "Personal Gender Pronouns" to the constituent records. They would like to know if this option can be added in the standard CRM.2 Reviewed: Voting Open
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Add event preferences to event registrant batch for event registrations and to event batch basic for creating events.
Currently, you can create new events (including registration options) through batch and register individuals through batch (including the registration option). There is no way to add event preferences through the batch, though. This limits the usa...2 Reviewed: Voting Open
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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