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Recent
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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
4
Vote
Add more batch information fields like Batch committed date to Revenue Ad-hoc query
My organization would like to be able to use more batch fields in our revenue ad-hoc queries. Specifically, we would like to have the batch committed date available but there are certainly others that would be more than welcome too.
Created 27 Mar 22:50 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
Be able to apply export definitions to query or datalist outputs.
The export definitions are really useful for exporting query results especially in the cases where you just want certain data exported. It would really be great if there was an option for the out put of a query or datalist to be based on an export...
Created 06 Sep 19:03 by Jefferson Davis
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
Add the ability to Query on Participants
There is currently no way to create a query or selection at Interaction Participant level. There is no node for this.
Created 25 Aug 14:21 by Lisa Fields
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
Add the ability in query to include Given By details at the Membership level without needing to go into the Membership Transaction Level
You can only select 'is gift' at the membership level so if you need the details of the giver, you have to use the membership transaction section. If a particular membership has been given by multiple people over the years, it is really difficult ...
Created 18 Aug 09:58 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
Surfacing BB Internet Solutions Email ID in a marketing effort query
This will directly benefit any Power BI users, it will mean that you can easily have a central fact table when reporting on anything communications related. Currently you need to match the email names which often requires manual changes but with t...
Created 10 Oct 06:40 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
Delete Queries within a Category
We should be able to select multiple queries in a category and delete them. I currently am cleaning up a MESS of thousands of queries created over 15 years by previous users. "Delete Multiple Queries" pulls up the ENTIRE list of queries. It would ...
Created 18 Aug 16:22 by Allison Dickerson
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
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...
Created 20 Apr 09:02 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
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...
Created 18 Mar 00:58 by David Wanless
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
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...
Created 22 Jun 17:44 by Allen Roth
Blackbaud CRM / Query
5
Reviewed: Voting Open
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