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Contact information marked as not valid should remove primary contact flag
If any contact information is marked as not valid (Do Not Mail, Do Not Phone etc) then it should no longer be marked as Primary, even if it is the only one0 Will not implement
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Allow Planned Gifts to be imported via batch
My organization would like to import csvs with planned gifts (not revenue) in bulk. It would be great to have this functionality via batch or some other means outside of the PGM as we would like to import the gifts to different prospects and/or pl...0 Reviewed: Voting Open
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Entering a Planned Gift
Illogical design of where you can enter a planned gift: If you go to the Active Constituency of Donor, you can’t enter a planned gift. If you go to the constituency view of Planned Giver, you still can’t enter a planned gift. You have to go to Man...0 Reviewed: Voting Open
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allow a confirmation status of 'confirmed' when deceasing a constituent
It would be nice to have the option of simply 'confirming' the death rather than having as choices "Unconfirmed, Death Certificate, and Family Member". Could not "Confirmed" be added to this list?3
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Add functionality to track Fundraiser on the Go usage
My organization is interested in seeing how many of our Fundraisers and prospect managers are making use of Fundraiser on the Go. As FROG is designed to be launched outside of CRM, it is currently not possible to track which users have accessed it...0 Reviewed: Voting Open
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Allow calendar year dates as well as relative dates in Plan Outlines
It would be useful to be able to specify a calendar date (month and day, not year, just choose the next available year) as the date for a Step in a Prospect Plan Outline, e.g., Invite to annual event, 1st November. At the moment we can only add da...0 Reviewed: Voting Open
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Add Lookup ID to all inbuilt Data Lists of Constituent records, e.g., Fundraiser Prospect Plan List
For any sizeable database, having just name is not adequate. It's vital that we are considering the correct supporter so please ensure that the Lookup ID is displayed, or at least optionally displayed (i.e., we can turn this on). That way, if we a... -
Create an Add Stewardship Plan Step Form that looks similar to the Add Prospect Plan Step Form
At present, the forms used to add stewardship plan steps are all grid-based. Users as my organization much prefer the look of the 'Step Add Form 2', which is used to add steps to prospect plans. We would like to suggest that a new form be develope... -
Receive Notification from Blackbaud once AddressFinder file has been received
It would be helpful to receive a notification from Blackbaud once the file has been received after being submitted via the AddressFinder Process step 2. This is helpful instead of having to frequently check back to view the process status page to ...1 Reviewed: Voting Open
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Adding Steps to Prospect Plans in Bulk
A user has asked if it is possible to add steps to a selection of prospect plans in bulk. For example, the Major Gifts team will be sending Christmas cards to a selection of prospects and want to add this as a step to their plans. Currently they d...1 Reviewed: Voting Open