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Add new Revenue Letter to Acknowledged Revenue Record if Constituent on Payment was Changed
My organization occasionally has to change the constituent on a revenue record after the original donor has already received an acknowledged revenue letter. We would like either a new unacknowledged revenue letter to be automatically added to ackn...0
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Create a global change to change designations on recurring gifts
We have 15k recurring gift payment records that you need to change the designation for, however, each of them are not all of the payment records for their respective recurring gift, so as a possible example, for Recurring Gift A, you are looking t...0
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Add last viewed date for audit table reports
Audit tables take up a significant size and can be purged using the global change. To help manage this I would like to see filters added to the audit table query which relate to their reports. Last accessed by/date info would indicate the frequenc...0 Reviewed: Voting Open
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The import process should support a pre-process form so Design Mode actions can be created
My organization would like to create actions in design mode to open, edit, and run Import Processes from around the Blackbaud CRM environment. However, actions created in Page Designer to call the Import Process Wizard Edit form do not work becaus... -
Retain Former Group/Committee Member Info if Constituent is Added again as a new/current Member later on
Currently, if former group or committee member (End Date in the past) rejoins the group at a later date after a period of time where they were not affiliated with the group/committee, the previous historical member data is lost (date information, ... -
Allow the Waive Registration Fee checkbox to be Hidden when adding event registrations
Currently, when you hide the Waive Registration Fee option on the Registrant Unified Add Form, the Waive Registration Fee checkbox still appears visible when you add new event registrations. Please change the form so that we can hide it to prevent... -
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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Add the Constituent Source field to the one-off Add an Individual form AND Constituent Update Batch
Currently, when creating new constituents using one-off Add Constituent forms or in a Constituent Update Batch, the Constituent Source field is automatically blank. (Constituent record > History tab > Origin sub-tab > Constituent Source F... -
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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Manage Gifts at the Split/Application level
Tributes, benefits, appeals and gift fees should be available at the split level.16 Reviewed: Voting Open