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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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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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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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Add Base Currency as option in Currency filter on Appeal Mailing Performance Report
My organization has multicurrency unlocked and a significant amount of our revenue comes from currencies other than our organization currency in CRM. Unfortunately, many marketing/appeal reports in BBCRM only allow us to report on the organization...0 Reviewed: Voting Open
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Add the payment option of Apple Pay as first class method not as credit card
It would be helpful if the payment method of Apple Pay was added to CRM to allow reporting on Apple Pay donations.4 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 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 ... -
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
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Show commitment past-due amounts in batch so overpayment can be more efficiently applied
Let's create this scenario: A donor has two commitments. Both have monthly installment amounts of $5 and one is one month past-due. To catch-up on payments for both commitments, the donor makes a payment of $15; $10 to be applied to the past-due c...5 Reviewed: Voting Open
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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.0 Reviewed: Voting Open