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include ReseachPoint enhancements in every new Service Pack release
The ResearchPoint portion of the CRM (labeled Wealth & Ratings) isn't getting updated when Blackbaud releases a new service pack. In discussion with the ResearchPoint representative, there are useful new features available that are not getting...0 Reviewed: Voting Open
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Add the ability to delete 'Completed' Prospect research requests
Once in Completed status, there isn't a way to delete Prospect Research requests. This may be useful in the event that an organization would like to remove a historical (non-active) Prospect Researcher from appearing in the Prospect Research drop ...0 Reviewed: Voting Open
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make the major giving management planned steps page more intuitive
In the Prospects functional area\Major Giving Management\Planned steps tab, users have the option to choose a filter for their team's overdue steps. (Image 1). You then can see the number of total planned steps based upon your team (Image 2). But,...0 Reviewed: Voting Open
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Include the event field on the Add a Contact Report form
My organization would like to have the Event Search function appear on the Add a Contact Report screen. At present, it is available on the Add an Interaction screen, but we feel as though it would make sense and be convenient for it to be included...0
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Default the type and use codes per designation on the opportunity record to those on the purpose/designation record.
Why: Currently when selecting a designation on an Opportunity, the user is asked to input Type and Use Codes. The Type and Use Codes would be very good data on the Opportunity, but it is burdensome to ask the user to remember or look up the Type a...0 Reviewed: Voting Open
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Ability for same constituent to be added to the Purpose-Stewardship Recipients list multiple times
When stewarding the benefactors or family members of the benefactors of a purpose, we may have multiple types of stewarding we may be performing for a single constituent. For example, the constituent may attend a Scholarship Luncheon, Receive than...0
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Allow "Rotate Photo" on Sponsorshp Opportunity
Many of our Child Photos are uploaded and rotated by 90* even though in Windows Explorer they appear the correct way round. It would be good to have a "Rotate photo" tab on the Child Photo.1
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Submit research requests without a related prospect
Research is often requested to do proactive prospecting and research. For example, "can you provide research on every foundation that gives to X?" Because CRM requires a research group, organization or individual, we cannot track all research requ...0 Reviewed: Voting Open
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A User has requested it would be useful if within the My Fundraising Pag
Add plan status column to Prospects and Plans tab to make review of clearance requests more straightforward0
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provide the ability to add prospect plan outlines in bulk or provide the ability to copy prospect plan outlines
A prospect plan outline can only be assigned to one site. As the prospect manager I need separate prospect plan outlines for each Site. As sites are migrated I need the ability to add them in bulk or copy them from existing plans. This is also nee...0 Already exists