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Allow sorting of Interactions that happen on the same day
We often have outreach and disqualification in the same day and we always want the disqualification come later so it is the most recent interaction. Currently, sorting can be done by date but when two are entered in the same day the first one ente...0
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Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided1 Reviewed: Voting Open
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Be able to export the comment section of an interaction via the "More" button
Export the comments as well as all the other information in the interactions via the "More" button on the interactions page0 Reviewed: Voting Open
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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...0
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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.0
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allow Outlook calendar items to be sent to CRM
Our users are requesting a way to 'mark' Outlook calendar items so they are picked up by the 'Download Exchange Data' process and fed into CRM as a new interaction.0
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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 ...0 Reviewed: Voting Open
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Add start and end time fields to the Steps of a Funding Request
Currently, it is not possible to add start and end times to the Steps of a Funding Request. Since this behaves much like other Interactions, it would be helpful if start and end times could be added to the Steps thus facilitating potential integra...2 Reviewed: Voting Open
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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 a0
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Tailor view interactions - need ability to select a column to allow users to see beginning of comments field
In Raisers Edge you could change the columns to be able to view what you want to see - it would be great to see the beginning of the comments field in interactions so you can easily see what each interaction was - just being able to see summary is...0