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Vote
Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.
Created 13 Nov 16:07 by Jefferson Davis
Blackbaud CRM / Query
0
Reviewed: Voting Open
16
Vote
Have a global clear results option on smart fields that can be scheduled in the job queue.
Smart fields calculate when they're run and ours are set on a nightly schedule in the job queue. They only look at new gifts since the last time they were run, so if revenue is adjusted after that date, the smart field doesn't go back to reflect t...
Created 11 Sep 13:03 by Lindsay Gunnarsen
Blackbaud CRM / Smart Fields
1
Reviewed: Voting Open
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
5
Vote
Add a way to track report usage information
My organization would like the ability to see how often each report has been used in the last year, which user ran the report, and when the report was run.
Created 26 Aug 23:12 by Guest
Blackbaud CRM / Reports
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
7
Vote
Remove column for BUSINESSPROCESSOUTPUT_PKID that is automatically inserted into the file in the first column
When exporting constituent data using one of the export definitions, a column for BUSINESSPROCESSOUTPUT_PKID is automatically inserted into the file in the first column. It would be nice to have a way to prevent this. That column could be causing ...
Created 16 Jul 14:28 by Guest
Blackbaud CRM / Export
0
Reviewed: Voting Open
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
3
Vote
Add a "Pledge Subtype" filter to "Pledge status and analysis" report
No description provided
Created 08 May 16:10 by Guest
Blackbaud CRM / Reports
0
Reviewed: Voting Open
2
Vote
Add 4-weekly payment option to the Revenue Query Node in the Data Warehouse
The Data Warehouse Revenue Query Node does not have RG Frequency = Every 4 weeks as an option. Please add this.
Created 17 Apr 00:31 by Helen Conway
Blackbaud CRM / Data Warehouse
0
Reviewed: Voting Open
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
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