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2
Vote
Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...
Created 15 Feb 15:16 by Guest
Blackbaud CRM / Constituents
0
Reviewed: Voting Open
16
Vote
Make restricting Exports Easier
the ability to remove access to exports in admin, efforts, datalists etc exists but you have to do them one by one. A central method for managing who can and cannot export what type of data would be great
Created 13 Feb 20:32 by Guest
Blackbaud CRM / Administration
3
Reviewed: Voting Open
1
Vote
Add the ability to add permanent 'honourary' members to Recognition Programs.
Our recognition programs often have members who are permanently part of the program whether they donated in a particular year or not. It would be helpful to be able to add them directly into a program but not have their membership lapse.
Created 10 Feb 22:15 by Margaret Parviainen
Blackbaud CRM / Recognition Program
0
Reviewed: Voting Open
2
Vote
Populate Designation Links for Non-Revenue Purposes in the Fundraising Hierarchy List
Currently links only populate for purposes that directly accept revenue via designation. If a non-revenue purpose is added to the hierarchy, a link is not generated in the designation field. This can make navigating a purpose and designation hiera...
Created 08 Feb 22:59 by Scott Dunbar
Blackbaud CRM / Revenue
0
Reviewed: Voting Open
12
Vote
Add the ability to add two employment history rows for the same employer at the same time
It may be necessary for a constituent (record) that has two active positions at the same time. Currently you cannot have two active positions in the Employment History area. It can only be bypassed by selecting an end date.
Created 08 Feb 21:03 by Guest
Blackbaud CRM / Relationship Management
0
Reviewed: Voting Open
9
Vote
have the ability to export search results
The search function is essentially a query and it would be helpful to be able to export search results instead of having to recreate the search in an ad-hoc query. It also allows users who do not have the ability or knowledge to create an ad-hoc q...
Created 26 Jan 18:55 by Tina Iozzo
Blackbaud CRM / Search
0
Reviewed: Voting Open
2
Vote
Add the ability to query on how many days are left before an Application User's password is set to expire.
It would be beneficial for users to have the ability to query on how many days are left before their Application User password is set to expire. Potentially this could be a field added to the Application User or Application User Password Reset Req...
Created 23 Jan 14:17 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
2
Vote
ListBuilder: Increase size of +Columns selection box
The box that appears when selecting "+Columns" in Research Lists (and potentially any other listbuilder data list) is too narrow. This inhibits the user from readily identifying which columns are available for selection. One can scroll horizontall...
Created 12 Jan 14:40 by Kristin Lambert
Blackbaud CRM / Analysis
0
Reviewed: Voting Open
3
Vote
improve deleting of data from the largest tables in Database Growth Management > application data
There are common tables repeatedly in the top 10 in terms of space used under Database Growth Management > application data. Some of these tables can not currently be purged/cleaned/deleted from the front end of the application. For example the...
Created 06 Jan 07:43 by Lewis Cole
Blackbaud CRM / System Admin Utilities
0
Reviewed: Voting Open
10
Vote
Archive or mark Marketing Efforts as Inactive
My organization has way too many marketing efforts as the years go by. We would love the ability to archive them in some fashion or make them inactive so they don't appear in normal searches or in the marketing efforts list unless you are specific...
Created 06 Jan 00:14 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
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