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Separate out Query (ie."Add Query" ) security permissions
Change the security to allow the separate inactivation of the "Add an Ad-hoc query" button from the Analysis > Query section for users with permission to run queries (through permission to the Query section in general) Blackbaud Product Develo...1 Reviewed: Voting Open
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Paste multiple values into a smart query
We would like to be able to cut and paste values into ‘One of’ criteria in smart queries, as can be done in ad-hoc queries (see https://bbcrm.ideas.aha.io/ideas/CRM-I-264)0 Reviewed: Voting Open
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Opening a subquery from within the main query
It would be helpful to be able to access a subquery from within the main query when in edit mode. There are too many clicks to go and open a subquery, particularly where there is a large chain of them. It would be helpful if you could within edit ...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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Be able to delete a merged selection
If I merge selections, and then no longer want or need that merged selection, I would like to be able to delete it rather than clutter the database with unneeded merged selections.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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Add the ability to “Suppress Duplicates before COUNT”
Add the ability to “Suppress Duplicates before COUNT” or “Suppress Duplicates before COUNT, SUM, & arithmetic functions”. In Query, when the user clicks to suppress duplicates, the results are as expected when not including a COUNT() in the...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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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