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Be able to pull information from Volunteer module/functional area into BBDW
No description provided0 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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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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Ability to export batch grid in WebUI
We need to be able to export the batch grid in WebUI, especially in Address Finder batches where before and after values to address records can be viewed and exported.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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Exclude designations/campaigns from Smart Fields
You can specify designations/campaigns to be included in Smart Fields. We would like the option to specify designations/campaigns to be excluded based on the same rationale, that we may not want to include all funds in the Smart Field calculation.0 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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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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Allow Listbuilder Datalists to be created from Ad-Hoc Queries
Allow users to create listbuilders from the ad-hoc query tool. Would give more power to end users when looking at datalists/dashboards created via config
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Reviewed: Voting Open
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Enhance Report Launching Functionality
We have a customization that allows the user to select a Selection and then select a report to run using that selection as an input parameter. The problem is we can't at run time have the user specify which report to run and have that report run w...