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Vote
Update the Name Format date changed when a constituent's name is changed
In CRM, when a constituent's name is changed, that constituent's name formats are updated to reflect the constituent's new name. However, even though the constituent's name formats are changed, the name format's date changed remains the same. My o...
Created 04 Mar 16:45 by Guest
Blackbaud CRM / Name formats
0
Reviewed: Voting Open
4
Vote
Raise the cap on Segmentation Summary Report to allow reporting on >500 segments
Currently, the Segmentation Summary Report will not run if the Marketing Effort has more than 500 segments. We would like the cap to be raised so that we can use the Segmentation Summary Report on our large marketing efforts.
Created 26 Feb 03:07 by Evelyn Lewis
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
4
Vote
Add new tick box option for 'Copy primary address to spouse's record' to the Manage Life Changes page.
Two new options were added to the Manage Life Changes page so users can select whether primary phone numbers and primary email addresses should be copied to spouse records or not. However, the primary address is still copied over automatically to ...
Created 31 Jan 17:10 by Sarah White
Blackbaud CRM / Contact Information
0
Reviewed: Voting Open
4
Vote
Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs
My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code...
Created 15 Jan 17:08 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
4
Vote
Alphabetize Tasks
When assigning security, it is difficult to locate the task you are trying to enable as they are not in alphabetical order. There are a large number of available tasks in each functional area and one must scroll slowly through the list to find the...
Created 26 Nov 20:52 by Cassidy Eaton
Blackbaud CRM / Security
0
Reviewed: Voting Open
4
Vote
Add a front end configuration for the header color in CRM.
Currently it can be done by modifying the out of box css but it would be helpful to be able to adjust the header color using out of box means. Using different header colors for your environments can help your users easily recognize which environme...
Created 13 Nov 21:25 by crmSupportRequests
Blackbaud CRM
0
Reviewed: Voting Open
4
Vote
Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.
Created 13 Nov 16:07 by Jefferson Davis
Blackbaud CRM / Query
0
Reviewed: Voting Open
4
Vote
Add the ability to query on the Confidence Score as a field under Wealth Information for Philanthropic Gifts and Political Donations
On a constituent record when you go to Wealth and Ratings under Tasks, go to the Giving tab, the user can choose to add information for Philanthropic Gifts and Political Donations. After adding, the user can then choose to filter columns. One of t...
Created 09 Sep 17:48 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
4
Vote
be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?
Created 18 Jul 15:02 by Ineke Clewer
Blackbaud CRM / Query
1
Reviewed: Voting Open
4
Vote
Uncheck the 'refund card' box as the default when adjusting gift amounts down.
The default is set to refund the card once a credit card payment is adjusted down. This links directly to BBIS, so gift entry staff adjust the amount down in order to apply it to a different constituent and save, without realizing the box had chan...
Created 29 Apr 14:59 by Lindsay Gunnarsen
Blackbaud CRM / Payments
1
Reviewed: Voting Open
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