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Recent
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4
Vote
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...
Created 09 Sep 17:48 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
4
Vote
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?
Created 18 Jul 15:02 by Ineke Clewer
Blackbaud CRM / Query
1
Reviewed: Voting Open
5
Vote
Add Recurring Gift Activity Query to Revenue node
To allow add fields like Activity in ad-hoc query it's required to add this query view.
Created 12 Jun 10:33 by Javier Ferre
Blackbaud CRM / Query
4
Reviewed: Need Further Info
7
Vote
Information Library - Improve ability to delete ad hoc queries
The ability to delete queries in bulk is needed frequently - for example, to remove sets of queries unique to users no longer with the organization, duplicate sets of the same query created by different users, sets of experimental queries never us...
Created 09 May 16:39 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
1
Vote
correct an error in the Ask Ladder node.
When using the high level "Ask Ladder" source view node there is an error thrown when querying for "Entry Amount". This makes it difficult to get a list of Ask Ladders with the name(s) of the "Entry Amounts" each one uses. See attached screenshot.
Created 12 Apr 21:06 by Jim Brown
Blackbaud CRM / Query
0
Reviewed: Need Further Info
6
Vote
Add fields to Constituent Query Prospect Plans/Steps node for Category and Subcategory
The query node is missing two fundamental fields - Category and Subcategory. Completed is another missing field, but at least Status can tell us that.
Created 01 Apr 03:10 by David Wanless
Blackbaud CRM / Query
1
Reviewed: Voting Open
11
Vote
Add Milestone data to the KPI query node - enable PowerBI reports using that data
We are using PowerBI for reporting, and would like to be able to show the Milestone data on the PowerBI reports. At the moment the only values available in the query node is the total target. The charts in CRM for KPI data are not great they are t...
Created 14 Mar 10:14 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
12
Vote
add an undo "button" in query or export building
There are buttons in the creating of queries and event exports to help speed up the process. Unfortunately, sometimes you can be a bit quick and accidentally delete something that could be resolved much quicker if you had a fast "undo" button to g...
Created 07 Mar 18:54 by Linda Arocho
Blackbaud CRM / Query
0
Will not implement
3
Vote
Add the ability to query on the 'Status' filter on the Direct Marketing Efforts page
This would make the process of reviewing the status of all marketing efforts easy and straightforward within DARS rather than having to export the list and manually filter the results.
Created 28 Jan 14:23 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
Provide improved table descriptions in the Infinitity Tech Reference
The "Report Technical Specification BBCRM Reporting Extension" list the main source tables, but the comments for the table and the description available in the Blackbaud Technical reference are to generic to truly understand what goes into a given...
Created 11 Jan 00:22 by Jason Nemec
Blackbaud CRM / Query
0
Reviewed: Voting Open
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