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Indicate when data is present on a tab
We would like to have the checkmarks on the constituent and view tabs that indicate that there is data populated in those tabs. We had this in The Raiser's Edge an found it quite useful.1 Reviewed: Voting Open
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BBECRM: Organisations cant give 'anonymously'
It is not possible to set an organisation to give anonymously - but this case happens quite often2 Reviewed: Voting Open
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Delete the associated Constituent Interactions when the linked Prospect Plan Step gets deleted
Completed prospect plan steps get added as interactions on the constituent record. However, if the prospect plan step is deleted, the orphaned interaction remains on the constituent record. My suggestion is that one of the following should happen ...1 Reviewed: Voting Open
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Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they...4 Reviewed: Voting Open
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Add 'Virtual Meeting' as a Contact Method for Interactions & Plan Steps
‘Virtual Meetings’ are the new-norm for most of the fundraisers and they are distinct from 'Phone' or 'Email' as they are more personal (but also different from 'In Person'. It would be valuable to be able to distinguish these types of meetings.0 Reviewed: Voting Open
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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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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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alphabetize by last name in data lists
When looking at a large data list, we need the ability to sort by LAST name and not just by the name field (which sorts by first name).1 Reviewed: Voting Open
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Split the primary salutation flag into "primary informal salutation" and "primary formal salutation
In the constituent name format area, create another primary salutation flag. The two flags should indicate the "Primary Formal Salutation" and "Primary Informal Salutation". Depending on the mailing or correspondence being created, you may want to...0 Reviewed: Voting Open