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display the balance for matching gift claims in the TRANSACTIONBALANCE field of the BBDW.FACT_FINANCIALTRANSACTION table
The Blackbaud OLAP database has a TRANSACTIONBALANCE field in the BBDW.FACT_FINANCIALTRANSACTION table that shows the balances for pledges but shows null for other transactions that carry a balance like a matching gift claim. Our request is that t...0
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Under Administration/Queue display more information such as date/time last run and add more filters
Under Administration/Queue display more information such as date/time last run and whether job schedule is set or not so that as an administrator you can quickly look to see what issues you need to address similar to Administration/Business Proces...0
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Would Like to be Able to Create Dynamic Lists Using Data Warehouse Data
We would like to be able to create dynamic lists using data from the data warehouse. Presently, we have to create lists using data from both the CRM data and the data warehouse causing us to only be able to create static lists for many of our even...1 Reviewed: Voting Open
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Add installment id in the Recuirring gift write off Query Node
We would need to get the information our from the queries, what installment has been written off at what date and what reason. This is not possible now, as there is no installment ID and if you try to query this, the query is looking only at the r...0 Reviewed: Voting Open
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Add the ability to query on the Confidence Score as a field under Wealth Information for Philanthropic Gifts and Political Donations
On a constituent record when you go to Wealth and Ratings under Tasks, go to the Giving tab, the user can choose to add information for Philanthropic Gifts and Political Donations. After adding, the user can then choose to filter columns. One of t...0 Reviewed: Voting Open
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Expose the credit card token and/or its existence via Ad-hoc Query
At the moment there is no way of telling in Ad-hoc Query, whether a Recurring Gift with Payment method = Credit Card, has enough information to deduct a payment, i.e., has a token. The display in BBCRM shows 'Credit card - last 4 digits' or 'Credi...1 Reviewed: Voting Open
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be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?1 Reviewed: Voting Open
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Default folders to alphabetical within Information Library
When adding a folder via Manage Folders in the Information Library, it would be helpful if CRM would sort folders alphabetically as a default. It is very time consuming to have to click the up or down arrows to move the newly added folder to where...0
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Feature Permission to Secure Adding Smart Query Instances
We need a way to secure smart queries from being added from the smart query definition. There are only 2 people in our organization that has the knowledge and ability to add a smart query via an ad-hoc to create the definition, but without this se...0
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Feature Permission Record Operation to Secure Deleting Queries (Smart and AdHoc)
We need a way to secure queries (smart and ad-hoc) from being deleted. In our organization we have a select few that build smart queries and multiple users on ad-hoc. We have had a problem with queries being deleted either accidentally, or intenti...