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10
Vote
add complete research request to interactions page
No description provided
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Research Request
0
5
Vote
BBECRM: Interaction from a prospect plan are limited in how they can be secured
Interactions from a prospect plan should be the same as standard interactions not limited as they are now.
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect
0
22
Vote
Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect / Site Security
0
Reviewed: Voting Open
52
Vote
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...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect
1
Reviewed: Voting Open
1
Vote
Create a tab on My Fundraiser Page for Pending Interactions
There is a tab for Pending Steps, but not every constituent that you create an interaction for needs to have a plan (and therefore steps). However, the only way at this point to see all of your own pending interactions in one place is through runn...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect
0
Will not implement
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
Store email interactions with other communications on the Constituent record
Any sent email communication needs to be displayed within a constituent’s record in Blackbaud CRM in a consistent way, and in the same a
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Interactions / Tributes
0
1
Vote
Have the ability to link to an event right from an interaction or stewardship step
I am working with Arthritis Foundation and they plan to use the Event field in interaction and stewardship steps. It would be helpful if they could link right to the event from the interaction. Right now some other fields on the interaction are cl...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Gift Processing / Interactions
0
21
Vote
Add a way to move an Interaction from one constituent to a different one
If an Interaction was accidentally entered on to the wrong constituent record, it needs to be removed and re-added. It would be great if there was a method in place that would let us move an existing one to a different constituent record.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Gift Processing / Interactions
3
Reviewed: Voting Open
6
Vote
Ability to copy an interaction to one or more other constituents
Would like to be able to copy the Interaction to another (or multiple) constituents. Today, must use Edit mode to copy the details (in order to copy the interaction to another constituent).
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Gift Processing / Interactions
0
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