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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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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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change the solicit code filter back to a drop down in query
In 2.5, the solicit code filter in query existed as a drop down, allowing for efficient and user-proof querying because it did not rely on manual entry of the solicit code name to filter off of. Unfortunately, this functionality has been changed i...0
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Expand Name Format Field
We can't see the entire name format. The box is too small. Plus, we cannot see the formula on how the format was put together.0
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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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add the ability to query on the date of a recurring gift adjustment in a revenue query
It is possible to get to the date via the Recurring Gift Revenue Function History section with query but there is no way within that section to output the activity type (that you see on a record) so it is impossible to match up which date goes wit...0 Reviewed: Voting Open
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Expose Name Format Options to Query
Currently, you can define Name Format Options to be used in Marketing Efforts. However, the similar functionality, Address Processing Options not only can be used in Marketing Efforts but can also be used in Query. Please extend the Name Format Op...5 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