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Recent
Trending
Popular
10
Vote
Improve Readability of Interaction Comments in the Details Pane
The details panel for Interaction comments is so small (only displays a few lines) and scrolling is difficult, making it not very useable. We need more real estate for the Comments. Today, staff have to go into Edit mode in order to read the comme...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Interactions / Opportunity
0
Reviewed: Voting Open
10
Vote
Ability to print interactions
Our users would like the ability to print an interaction out directly from CRM in a report format. Sometimes when there are a few to follow up, an easy way to remember to action them is to print them out.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Interactions / Stewardship
0
Reviewed: Voting Open
10
Vote
add smart fields to query on the last interaction date.
There currently aren't any smart fields for interactions, which makes it difficult if you want to pull a simple query showing the summary for a constituent's most recent interaction.
Created 29 Jun 13:19 by Guest
Blackbaud CRM / Interactions / Revenue
0
Reviewed: Voting Open
8
Vote
Ability to add an interaction to all individuals in one group or committe
It is very time intensive to add interactions to each individual in the group or committee separately. Would be much more efficient to be able to add to all individual records at once.
Created 17 Nov 20:52 by Guest
Blackbaud CRM / Interactions
1
8
Vote
Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided
Created 03 Nov 17:06 by Guest
Blackbaud CRM / Interactions / Prospect Plan
1
Reviewed: Voting Open
8
Vote
Update the Global Change options for Interactions to match the manual entry options for Interactions
We upgraded to v2.91 and now have the ability to enter expected and actual start/end times for our interactions. We are unable to process the same information in the Global Change for interactions so using the new functionality becomes null. We cr...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Global Change / Interactions
0
8
Vote
Create an interaction on a consitu
We would like functionality where, if an email is generated from BBEC, an interaction is placed on the constituent's record that shows date, and text of the email.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Email Marketing / Interactions
0
7
Vote
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 ...
Created 21 Nov 23:25 by Guest
Blackbaud CRM / Interactions
1
Reviewed: Voting Open
7
Vote
Allow for interaction attributes to be added to the Add StepForm.
Currently there is not a way add an Interaction Attribute to a step using an Attribute Form Extensions. This functionality exists for adding an interaction itself but not for a step even though a step is considered an interaction.
Created 24 Oct 12:50 by Guest
Blackbaud CRM / Interactions
2
Reviewed: Voting Open
7
Vote
add a Fundraiser's pending activity/interactions for that week in an email alert
Currently there are several email alerts for when fundraiser activity is reassigned or changed, but there is nothing like a task reminder for upcoming interactions. We can't create a custom email alert because the expected date can't be used as a ...
Created 17 Nov 14:40 by Guest
Blackbaud CRM / Administration / Interactions
0
Reviewed: Voting Open
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