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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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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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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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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... -
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...1 Reviewed: Voting Open
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Add multiple domain support for image paths in Direct Marketing email packages.
Currently, the Direct Marketing Email editor will set the URL path of inserted images to the primary site's url. For organizations that have multiple domains, inserting an image from a non-primary site results in broken images in the final email s...0 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