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add constituent level information along with the previous designation lookup ID to the "adjusted revenue" report.
Currently, the "Adjusted revenue" standard report found under the revenue tab does not show constituent-level information (lookup ID, name) or the revenue ID associated with the adjustment, nor the previous designation lookup ID associated with th...0
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Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they...4 Reviewed: Voting Open
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Add the field 'Lookup_id' to the POST and PATCH /event REST API
When creating an event in BB CRM, it would be useful to have a dedicated way to store an external ID for reference when the event is linked to an external system. Currently, the lookup_id field is available in the UI, but it is auto-generated when...0
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Add the ability to change which Prospect Plan Step drives the Plan Stage
At this time the Prospect Plan Stage is driven by the last completed step based on date completed, or if there are no completed steps it will use a pending step. This case cause confusion as sometimes the pending step is so far in advance that it'...1 Reviewed: Voting Open
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On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.2 Reviewed: Voting Open
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Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status5 Reviewed: Voting Open
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Add Edit Responses button available for Event Invitations on Constituents' Communications tab
When on a constituent record's Communications tab > Communications sub-tab, my organization would like to have the Edit Responses action appear for Event Invitations. Currently, the Edit Responses button only appears for certain communication t...0
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Self-service Backup requests
Wouldn't it be great if admins could request/produce a full backup of their environments from the application interface? To have that backup delivered directly into the authorized FTP user account at the push of a button! With our current business...3 Reviewed: Voting Open
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Implement automatic trimming of large WealthPoint tables in BBCRM
We subscribe to WealthPoint screenings in our on-premise BBCRM database. The mechanism downloads a lot of data from Blackbaud and stores it into our database, most in tables starting with "WP". One table, WPPHILANTHROPICGIFT, is currently over 60 ...0 Reviewed: Voting Open
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If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...2 Reviewed: Voting Open