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Vote
Provide an Export option for attribute definitions
These are a huge pain for programmers when moving from one database to another, since the tablename is GUID-base -- if you re-create the attribute in another environment the tablename changes. It would be nice to be able to export an attribute def...
Created 29 Jun 13:18 by Thomas Scarlett
Blackbaud CRM / Attributes / Export
0
13
Vote
on Model Scores and Ratings, add checkbox to "Add a model scores and ratings attribute" to add to spouse
On Wealth and Ratings Page>Model Scores and Ratings – Add a model scores and ratings attribute – give us a checkbox for “add this attribute to spouse.”
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Attributes / Wealth and Ratings
0
Reviewed: Voting Open
10
Vote
Allow the ability to have a revenue attribute associated with a pledge not show up on the pledge payment itself
When adding a revenue attribute to a pledge, we would like for the option for that revenue attribute to not show up on the pledge payment itself (just the overall pledge). This is currently not a option.
Created 01 Apr 19:11 by Rob Downs
Blackbaud CRM / Attributes / Pledge
1
Reviewed: Voting Open
7
Vote
add the ability to add attributes to email and phone number records
No description provided
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Attributes / Contact Information
0
Reviewed: Voting Open
6
Vote
Add description field to attribute categories
No description provided
Created 26 May 18:49 by John Schwass
Blackbaud CRM / Attributes
0
Reviewed: Voting Open
5
Vote
Add an information source field on attributes
Many times, users question where the data they are seeing came from. Having the information source available on attributes will allow the staff entering the data to clearly state where the data came from so it is clear to all who can view the info...
Created 14 Jun 19:01 by Cassidy Eaton
Blackbaud CRM / Attributes
1
5
Vote
copy attributes over at the application level when applying a payment to a recurring gift
When a payment is made on a recurring gift, the attributes at the revenue level of the recurring gift appear to be copied to the revenue level of the payment instead of at the revenue application level. Can this be changed?
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Attributes / Recurring Gifts
0
Reviewed: Voting Open
4
Vote
Allow Start and End Date to be entered for attribute extension form
I'm submitting this request on behalf of ELCA. It's great that an attribute extension form can be created and attached to an existing data entry form. However, when you do this you cannot enter the start or end dates for the attribute value. The ...
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Attributes
2
Reviewed: Voting Open
4
Vote
Add functionality to number formatting for attribute descriptions to include decimal numbers
Including decimal number formatting as an option for the "attributes description" field would greatly increase the capability and variety of data capture functionality for the attributes field.
Created 29 Jun 13:18 by Guest
Blackbaud CRM / Attributes
0
3
Vote
Allow ability to set default for attribute categories Data Type Yes/No
Example, when using Yes/No attribute data type, it defaults to NO in CRM. We can't change the default to YES which creates the manual step to change it to YES.
Created 06 Jun 19:08 by Angela Leondidis
Blackbaud CRM / Attributes
0
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