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Link interactions to the associated prospect plan
During testing we found that when you file a contact report in the application from within a prospect plan, there’s no way to tell which prospect plan it was filed on when you view the report from the interactions screen. Blackbaud says they can’t...1 Reviewed: Voting Open
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Add finder number to a constituent search screen
Add "finder number" to a constituent search screen for easier search functionality. Often times we'll have the finder number but not the lookup ID which makes it almost very difficult, if not impossible to open a constituent record. This is import...1 Reviewed: Voting Open
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Allow traits to be added to constituents without having to first make them volunteers
When a constituent is configured as a volunteer, you can now add traits to that constituent. A constituent trait is something that often if not always pertains to the constituent as a person not necessarily just as a volunteer. Traits and especial...0 Reviewed: Voting Open
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have the ability to export search results
The search function is essentially a query and it would be helpful to be able to export search results instead of having to recreate the search in an ad-hoc query. It also allows users who do not have the ability or knowledge to create an ad-hoc q...0 Reviewed: Voting Open
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update tabs on constituent records that are inconsistently “sticky”
The tabs on a constituent record have the feature of being able to be dragged and dropped into a different position on the row of tabs. Once moved, the tab should stay where it was placed. This works inconsistently, with the tabs re-ordering based...6 Reviewed: Voting Open
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Be able to add and end date the Prospect constituency from the Prospect Assignment Process (under Manage prospects and plans in bulk)
If the Prospect Assignment Process lets you create new prospect assignments and remove prospect assignments, then you should be able to add the Prospect constituency to records that do not have it, and be able to end date the Prospect constituency...1 Reviewed: Voting Open
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Ability to add an end date to an address without the Do Not Mail to this address being checked.
No description provided0 Reviewed: Voting Open
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Constituent Update Batch - Constituent Update Options
The DOB field on the Batch Constituent Updates option only has 2 options: 1) Update the DOB 2) Ignore the DOB. All other data items on this option have the choice to 'review the item', I would be interested to know why this doesn't exist for DOB a...0 Reviewed: Voting Open
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Need a Smart Field for Interactions
We need to be able to query the Last Completed Interaction Date, Last Completed Interaction Summary and Last Completed Interaction Contact Method. Right now, this is not possible for us to track our last interactions.0 Reviewed: Voting Open
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Enhance the organizational unit users list
Enhance the organizational unit users list data list by adding columns to display the account disabled status, and the account lock out status. Identifying accounts that are disabled would assist in answering auditor questions concerning user rights.