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Run As Online User -functionality for BBIS Admins
It would be very handy for our Donor Service to verify what the online user is actually seeing when logged in with BBIS Online User Account. Run As would help the Version Upgrade Testing or Service Pack testing with BBIS customisations also.1 Reviewed: Voting Open
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Allow Stewardship Plan Templates to be copied
Most organisations have a stewardship grid. The grid is typically set up by dollar ranges. Many of the deliverables in a grid are common across the various dollar ranges. Therefore, copying a template will make setting these templates up far easier.1 Reviewed: Voting Open
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Allow a user-defined smart query to be copied
Allow a user-defined smart query to be copied or provide a save as function on the create smart query function so that when creating similar smart queries the whole definition doesn't have to be recreated. This request is an extension of functiona...0 Reviewed: Voting Open
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Change CRM reports so that they have the same default values and filters that are set in SSRS
My organization would like to be able to save report parameter defaults in SSRS and have that report's default report values and filters updated in CRM as well.0 Reviewed: Voting Open
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There should be some indicator that a pledge payment has been made in an Enhanced Revenue Batch when generating a multiple installment batch and selecting the Payment option on the Revenue tab.
When adding a multiple installment pledge in batch, you can elect to make the first payment along with the pledge creation. This is done from the Revenue tab of the batch by selecting Payment. However, if you click OK on the resultant payment form...0 Reviewed: Voting Open
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allow users to configure defaults for when a solicitor is added to a payment
Currently the solicitor is added by default when paying a pledge. This causes solicitor amounts to appear as doubled. We would like to set defaults so that solicitors are credited with the payment or the pledge but not both.0
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Allow Web Dashboards to show dates in standard format with NO time stamp
Web Dashboards in Blackbaud CRM ONLY display dates with strange formatting and a mandatory time stamp. A CRM Web Dashboard displays dates like this : 2017-03-27T00:00:00 instead of displaying it as 03/27/2017, which is how that same data list sh...1
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Enhance the new Enqueue feature to include scheduled processes and queues
This will allow users to have control over running processes and still utilize the Enqueue benefit of seamlessly running in the background.2 Reviewed: Voting Open
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Improve the Export Definition File Layout Report to accurately reflect updates/changes to the column order
At present, an export definition has its columns re-ordered from their original position as fields were added during creation, the Export Definition File Layout Report will not accurately reflect the export definition's column order. My organizati... -
Allow Membership Contribution Process to pick up revenue from constituent removed/dropped from membership program
When a constituent is removed from a membership, the member is marked 'IsDropped' in the database. At present, revenue from dropped members is not processed by Membership Contribution Processes for the same membership program. My organization woul...