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Add ability to query by date a specific field was changed (deceased)
It would be helpful to be able to generate audit reports or alerts when constituents are marked as deceased (by the date field was changed, not necessarily deceased date entered). Example: Alert to let me know that any of my assigned prospects ha...0 Reviewed: Voting Open
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Global Change to Apply Solicitor Credit
We need the ability to add solicitor credit, in bulk to gifts that come in. It is not possible to add solicitor credit via batch when we process a lockbox file with 3,000 gifts and do not know which ones need solicitor credit. If there was a way t...0 Reviewed: Voting Open
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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 ...0 Reviewed: Voting Open
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Add column STARTDATE with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table
Our organization would like to request that a STARTDATE field with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table in the CRM data warehouse. This will facilitate more accurate reporting and would be a valuable addition to out of box functi...2 Reviewed: Voting Open
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remove QUERYRECID from query results.
Users can create queries and export the results in Microsoft Excel format. However, some users have experienced two additional fields displaying in the .xlxs output file which were not a part of the query output criteria. These two fields are Rev/...0
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add an undo "button" in query or export building
There are buttons in the creating of queries and event exports to help speed up the process. Unfortunately, sometimes you can be a bit quick and accidentally delete something that could be resolved much quicker if you had a fast "undo" button to g...0 Will not implement
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add a smart field for household revenue counts
We need to have a smart field which allows for Household revenue counts so we can see the household rollup in a count of months including any member gifts rolled up into the count. -
Add functionality to the Prospect Manager node in export definitions to filter on active prospect managers.
Currently export definitions do not have a filter on the Prospect Manager node to filter prospect managers that have been end-dated. Though this can be accomplished in Ad-Hoc query, it would be helpful to have the filter on the export definition i...0 Reviewed: Voting Open
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Allow Odata links to be used with PowerBI
We would like the ability to use the Microsoft program PowerBI with Odata but that is currently not possible2 Already exists
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Allow users to export query criteria rather than typing out manually.
At present, using out of box functionality, it is not possible to export query criteria from Blackbaud CRM. his could be a useful option for complex queries.0 Reviewed: Voting Open