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Recent
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31
Vote
Allow the importing of appeal and interaction responses
Functionality exists for both an appeals and interactions to manually add/edit responses. Allow for the import of this information via import/Batch.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import / Interactions
4
Shipped
1
Vote
Donor constituency should consider pledges
We want to mark Constituents as members of the Donor constituency when they first make a pledge that is posted to GL, and not wait until they make their first payment. Please provide an option for the Donor constituency so we can choose to do this.
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Constituency / Revenue
0
Shipped
4
Vote
Pending Interactions on My Fundraiser Page
Right now only pending steps show up on My Fundraiser Page under the Pending Steps tab. We also enter pending interactions, but those do not show up anywhere on My Fundraiser Page. It would be helpful to have a tab called Pending Steps/Interaction...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect
0
Shipped
0
Vote
Default interactions to descending date order
Change interactions to display in descending date order by default. Some of propsects have many interactions that go back many years and each time we bring up Interactions, we have to do this in order to see recent activity.
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect
1
Shipped
10
Vote
Transfer plan steps and interactions only for current plans and not historical
When adding a prospect assignment process to change a selection of Prospects from one PM to another, if you mark the last checkbox 'transfer plan steps and interactions' then the process changes the owner on all historical/completed steps to the n...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect
0
Shipped
76
Vote
have sticky fields for deceased, maiden name and my site
It would be great if once you opened DARS you had the ability to tick the search fields you always use so you didn't have to remember to tick the advanced section to include deceased and alias names etc - also my site
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Constituents
0
Shipped
80
Vote
Constituent Search: User Defaults Needed
Allow each user to set their own defaults on Constituent Search. For example, I don't want to have to uncheck/recheck the same options every time.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Shipped
0
Vote
Unable to search by Constituent middle name
I would like the ability to add options to the search screen that are not currenlty present.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Shipped
2
Vote
Constituent Search screen: View recently reviewed records
Previously reviewed records are not listed. Is it possible to have a list of recently opened records available on the Search screen?
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Shipped
4
Vote
Find/Feature by Constituent Lookup ID
Under the Find, Features/Constituent, it would be wonderful to be able to select Lookup ID and allow me to key the Lookup ID in the Find field to go to that Constituent.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Constituents
0
Shipped
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