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set up a business rule during revenue batching that pops up prospect manager when we enter a constituent name
This feature will be useful because it allows you to see who the prospect manager is when you enter a constituent name.0 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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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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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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Merge field handling
With SP37, TinyMCE v6.8.2 is now being used in CRM and BBIS. TinyMCE introduced a merge tag feature in v6.2 (released 9/26/2022). This new feature does not involve using images as placeholders. The email processor and email editor should be update...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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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