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Allow a user input box on communication form for user to give reason for opt out
Our organization would like to give users the option to type in the reason they are opting out of our communications to help us figure out why people on longer want our communications.7 Reviewed: Voting Open
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Delete the associated Constituent Interactions when the linked Prospect Plan Step gets deleted
Completed prospect plan steps get added as interactions on the constituent record. However, if the prospect plan step is deleted, the orphaned interaction remains on the constituent record. My suggestion is that one of the following should happen ...1 Reviewed: Voting Open
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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
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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
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Allow to enter the quantity of the selected registration option when registering for an event
In version 2.94, when you register a constituent for an event, if they want to buy 4 single tickets (not a package option), you have to enter the option 4 times, each time selecting the name or "unnamed guest", becasue the system defaults to the c...0 Reviewed: Voting Open
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Help to identify BBEC environments, particularly in Query and when minimised.
BBEC developers and testers often have to work in more than one environment, e.g. Production as well as several development and test ones, to make comparisons. As Blackbaud uses the standard window colours for all environments we have not found a ...0 Will not implement
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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
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In addition to street address also check email field to avoid duplicate creation
When you add a new record, a box will pop up if the address matches an existing record and ask if they are the same so you can avoid creating a duplicate record. I'd like the email field to also be searched when adding a new record, so if the emai...0 Reviewed: Voting Open
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create functionality to allow users to import survey results via batch
Survey results can currently be added manually to a constituent record, but unless they come from BBIS you are not able to import a group of survey results. It would save time to be able to import survey results into a constituent update batch or ...0 Reviewed: Voting Open
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Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
Participants tagged on Prospect Plans have those steps displayed on their Interactions tab, however, Participants tagged on Stewardship Plans do not have their Stewardship Plan steps show up on their interactions tab. Adding this information will ...2 Reviewed: Voting Open