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Converting individual to an organization
I would like to be able to convert an organization to an individual when the constituent was entered incorrectly.32 Reviewed: Voting Open
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Create an integration between the BBCRM connection string password rotation process and clients' Azure KeyVault stores
BB has a policy for rotating SQL Server passwords to clients' CRM read-only database instances. This is done every 60 days in the early morning hours. When this happens, an administrator has to manually change the password within each application ...1 Reviewed: Voting Open
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Update Blackbaud CRM whenever BBMS Credit Card Updater updates card details
When BBMS Credit Card Updater updates a card (expiry date, card number or account holder) these details are not visible in BBCRM (although we think we might have found one example where they are - it's all rather mysterious.) Please update the det...2 Reviewed: Voting Open
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include an inactive reason for proxy user accounts
as per the sp32 new features guide proxy users can become inactive for a variety of reasons and will have a default value recorded when they do. The application currently only flags these users as inactive with no explanation as to why. If a users...0 Reviewed: Voting Open
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Manage Gifts at the Split/Application level
Tributes, benefits, appeals and gift fees should be available at the split level.16 Reviewed: Voting Open
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Create the ability to email receipts & pledge reminders
With the ever increasing costs for Postage, Receipt Paper, Envelopes, Ink Cartridges, Printer Maintenance, Pledge Reminder Paper, Mail house charges to mail out, time and labor to receipt, Address Scrubs etc core CRM functionality to email receipt...10 Reviewed: Voting Open
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Ability to End date on single email address/phone
It's great that an end date was added to email addresses and phones! However, if it is the constituent only email address or phone the end date is grayed out. We may know that the email address or phone is no longer valid and not have a new email ...17 Reviewed: Voting Open
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Adding future end dates to group members
Groups provide a great way to identify and manage small sections of the larger alumni base quickly. In particular, Oxford have found it useful to use the group function to keep track of donors who have made pledges for a set period and need to be ...23 Reviewed: Voting Open
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Allow organizations to style the Omnibar
Currently, there is not a method to customize the Omnibar as there is the Blackbaud ID landing page. Organizations would like to be able to upload their logos as well as have control over other styling elements to align with internal branding.3 Reviewed: Voting Open
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Rolling date-range in query filtering
When filtering on dates in query, the drop-down menu gives us a number of date-range options e.g. last week, this month, next quarter - what however we don’t seem able to do is add a ‘rolling’ date-range into a dynamic query e.g. in the last 3 mon...