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Recent
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1
Vote
Add the ability to alphabetized letters using the correspondence process to generate a mailing
There is not currently a way to alphabetized letters using the correspondence process to generate a mailing and it would be useful to create a method for sorting how they are sent.
Created 16 Feb 15:40 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
1
Vote
Add Membership Attributes into Membership Dues Batch
We and many others will have Membership Attributes to hold extra information that doesn't fit any of the out of the box fields but there is no ability to add attributes via a Membership Dues batch unlike the Enhanced Revenue Batch so users have to...
Created 15 Feb 15:21 by Guest
Blackbaud CRM / Batch
0
Reviewed: Voting Open
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
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