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Recent
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65
Vote
Build in validation of zip, city & state when new address is added
It would be nice if BBEC could validate newly added / edited address, and display a warning message / error, if the combination of zip / city / state doesn't match combinations saved in the "ZIPCITYSTATE" table.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
0
Reviewed: Voting Open
65
Vote
Query Results Column Sorting
The column sorting functionality in query results only lets you sort by the 50 results on the page and not the full data set. In other areas of the system such as ‘Application Users’ you are able to sort by the whole list. We have a couple of wor...
Created 29 Jun 13:19 by Guest
Blackbaud CRM / Query
1
Will not implement
35
Vote
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 ...
Created 06 Nov 19:56 by Jeff Bauer
Blackbaud CRM / Wealth and Ratings
0
Reviewed: Voting Open
39
Vote
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...
Created 13 Mar 21:46 by Cheryl Blawusch
Blackbaud CRM / System Admin Utilities
3
Reviewed: Voting Open
61
Vote
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...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Interactions
4
Reviewed: Voting Open
15
Vote
Add the ability to inactivate Acknowledgement Processes.
Instead of having to delete Acknowledgement Processes it would be helpful if we could set them to an inactive state.
Created 13 Sep 20:42 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
58
Vote
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.
Created 17 Mar 21:07 by Allen Roth
Blackbaud CRM / Events
2
Reviewed: Voting Open
40
Vote
Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ...
Created 26 Oct 19:52 by Allen Roth
Blackbaud CRM / Personal Biographical
1
Reviewed: Voting Open
1
Vote
Increase the character limit for organization names. Or allow publication listing addressees for organizations.
Some funds and trusts have very long proper names they want used on published materials, while having a nickname or shorter name staff use to look up the account. There is currently a character limit for organization names that has affected our pu...
Created 16 Oct 14:41 by Guest
Blackbaud CRM / Name formats
0
Reviewed: Voting Open
61
Vote
Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
5
Reviewed: Voting Open
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