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Allow constituent selections created from a Constituent Map to be deleted
Currently, there does not seem to be a way of deleting such a selection, so we just build up clutter which can't be removed.1
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Update the Giving Summary title for the Corporate Information report to Revenue Summary
From a user’s perspective, it’s counterintuitive that the “Giving Summary” report includes all revenue, when the term “gift” denotes a subset of revenue by Blackbaud’s own definition. Please consider this recommendation to change the title of ...0
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View Imported Selections on the View Selections page
Unfortunately, the ability to preview the contents of an imported query/selection directly isn’t currently a feature of CRM. Imported selections don’t work exactly like Ad-Hoc query-generated selections (which can be previewed with View Selections...0
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add payment information for query installments in a revenue query
We would like to pull the revenue ID for each paid installment of a pledge. We can pull the pledge payments, but lining up with payment corresponds with which installment, especially when one payment is applied to multiple installments, doesn't se...0
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KPI chart - make the charts more visual
KPI charts are at the moment really small and it is difficult to actually view the values in the chart. Also the filtering does not show the values for the certain selected period. If you select the 90 days it does not show correctly the values it...0
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Make the query name field larger on the Set Save Options tab
We often copy queries to create new queries and only need to change a portion of the name. Since we can't see the entire name we have to click in the field and use the arrow keys to navigate through the field.0
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Add a tick-box for Job Title when exporting/merging addresses for communications
It would be great if we could have a tick-box to include the job title when exporting/merging addresses for communications ( so marketing efforts, write a letter, etc).0
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Smart Field - Exclude payments adjusted to $0
Allow for a smart field to calculate payment that are in certain ranges. For example, we want to exclude payments that have been adjusted to $0.00 but currently cannot. Anytime we look at a smart fied to see how many gifts someone gave, it icludes...0 Reviewed: Voting Open
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Make the state/state abbreviation filters a searchable drop down in Query
Currently, when attempting to select a state/state abbreviation for your query (under the constituent node), you must scroll through all 32+ pages of the drop down list to find and select the desired state. Instead, we would prefer the state/state...0
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Constituent single gift consecutive year donor smart field: option to base on calendar years
The constituent single gift consecutive year donor smart field is based on fiscal year giving (as per fiscal year configuration). It would be nice to have the option to base this smart field on calendar year as well, particularly since the naming ...0