Suggestions for improving Blackbaud CRM.

Zuri Group developers run on good ideas. We like our own, but we love your ideas even more. How can we make your life easier? What do you want, but currently don’t have? Tell us and let us make tools that work for you!

Completed customizations are available for download.

Assign appeals at the split level in Blackbaud CRM

Suggested by: Moderator (07 Sep, '18) Upvoted: 19 Oct, '18 Comments: 0
Planned

Convert organization to individual

Suggested by: Moderator (07 Sep, '18) Upvoted: 15 Oct, '18 Comments: 0
Done

Add/Edit/Remove Attribute Category Global Change

Suggested by: Moderator (07 Sep, '18) Upvoted: 17 Apr Comments: 0
Under consideration

Inactivate users accounts

Suggested by: Moderator (07 Sep, '18) Upvoted: 16 Oct, '18 Comments: 0
Under consideration

Identify all instances of where a query or selection is being used.

Suggested by: Moderator (07 Sep, '18) Upvoted: 24 Oct, '18 Comments: 0
Under consideration

Allow multiple contact types on a relationship record

Suggested by: Moderator (07 Sep, '18) Upvoted: 15 Oct, '18 Comments: 0
Under consideration

Copy system roles function

Suggested by: Moderator (07 Sep, '18) Upvoted: 07 Jun Comments: 0
Under consideration

Allow future dates on group and committee memberships.

Suggested by: Moderator (07 Sep, '18) Upvoted: 11 Jan Comments: 0
Under consideration

Surface CRM Events in BBIS Event Calendar

Suggested by: Michael Kracke (02 Oct, '18) Upvoted: 27 Nov, '18 Comments: 0
Under consideration

Front end naming solution for custom data points (attribute tables, smart fields, etc.)

Suggested by: wes waters (24 Sep, '18) Upvoted: 15 Nov, '18 Comments: 0
Under consideration
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