Our customers made these suggestions for improving Outlook for Blackbaud CRM. Suggestions for improving Outlook for Blackbaud CRM.

Thank you for your suggestions and feedback for improving Outlook for Blackbaud CRM products.

Please note, we have two different products & we may split ideas when necessary to differentiate between the two products.
Outlook Plugin - Available for Outlook 2010, 2013, and 2016
Outlook 365 Add-In - Available for Outlook 365 Only

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Update Completed Step/Interaction

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 13 Feb, '20 • Comments: 2

Under consideration In Discovery - Outlook 365 In Discovery - Outlook Plugin

Provide option for an all day calendar item

Suggested by: Kami Ward (05 Jun, '18) • Upvoted: 10 Jan, '19 • Comments: 0

Under consideration

Ability to mark a record deceased

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 13 Feb, '20 • Comments: 0

Under consideration

Outlook Plugin - Ability to use on Mobile Devices

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 07 Nov, '18 • Comments: 0

Under consideration

Navigation/Keyboard Control Improvements

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 13 Feb, '20 • Comments: 1

Under consideration

Include more information in the summary

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 09 Aug, '19 • Comments: 1

Under consideration Planned - Outlook 365 Add-In

O365 - Ability to use on Mobile Devices

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 10 Jan, '19 • Comments: 0

Planned Planned - Outlook 365 Add-In

Allow for some central configuration in BBCRM

Suggested by: Mitchell Gibbs (26 Jun, '18) • Upvoted: 13 Feb, '20 • Comments: 1

Under consideration In Discovery - Outlook Plugin Planned - Outlook 365 Add-In

Outlook Plugin - Ability to search for a constituent record in the system (before Add)

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 13 Feb, '20 • Comments: 0

Under consideration In Discovery - Outlook Plugin

Inherit Details: Add Prospect Plan Step & Add Stewardship Plan Step

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 13 Feb, '20 • Comments: 0

Under consideration

Display Constituent Notifications/Alerts

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 29 Oct, '19 • Comments: 0

Under consideration In Discovery - Outlook 365 In Discovery - Outlook Plugin

O365 - Ability to search for a constituent record in the system (before Add)

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 31 May, '18 • Comments: 1

Planned Planned - Outlook 365 Add-In

O365 - Ability to use on a Mac

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 31 May, '18 • Comments: 1

Planned Planned - Outlook 365 Add-In

Indicate attachments

Suggested by: Kami Ward (05 Jun, '18) • Upvoted: 05 Jun, '18 • Comments: 0

Under consideration

Link to Constituent from Calendar Item or Task

Suggested by: Dawn Ebert (31 May, '18) • Upvoted: 31 May, '18 • Comments: 0

Under consideration