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Build relationship between planned gift type and Generate GL Distributions
Build a relationship between the planned gift (PG) type (revocable / irrevocable) and the Generate GL Distributions checkbox on the Add planned gift as Revenue form. If the PG is revocable, default the Generate GL Distributions checkbox to uncheck...0 Reviewed: Voting Open
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Stewardship Plan Step
Add a "comment" field to the Stewardship Plan Steps1 Reviewed: Voting Open
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Allow removal of members when doing a Research Group Assign PM Process
We would like the ability to remove certain members of a Research Group when using the Assign Prospect Manager, instead of having to add the PM to all Research Group Members.0 Reviewed: Voting Open
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Provide the ability to go straight to 'Mark Completed' on Prospect Research Request
Because our business process does not go through the Pending-Assigned and In Process Steps for Prospect Research Requests, we would like the option to skip straight to the 'Mark Completed' step. -
allow a new plan to be created when using the 'Request Plan' form on the My Fundraiser Page
Currently, when you use the 'Request Plan' form on the My Fundraiser Page the system prompts you to select an already exisitng plan for that prospect. However, the business need for that process happens infrequently. Instead, it is much more likel... -
Add Start Date to the Add to Group/Household option on a Constituent's page
When you select the Add to Group/Household option from a Constituent's page, you are only able to select which Group/Household; we need the ability to also add a start date at this point.0 Reviewed: Voting Open
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Allow for the output choice of a 2 digit Class Year ('90) rather than only 4 digits (1990).
Please allow for the output choice of a 2 digit Class Year rather than only 4 digits. For example '90 instead of 1990. Release 2.9.3 gave some hope that you are working on this as an errant code snippet (that may have escaped commenting out) seems...1 Reviewed: Voting Open
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Add button/link on constituent page to request a prospect plan
When reviewing a constituent record, a fundraiser may determine the need for a prospect plan. Having a button on the page to link the fundraiser to the Prospect Research Request form would be helpful. Additionally, have the Prospect Research Reque...0 Reviewed: Voting Open
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Add a way to remove Blackbaud originated Model Scores and Ratings from individual prospect records.
Currently there is not a way to remove individual Blackbaud originated Model Scores and Ratings from a prospect record. The only option is to remove all values for a Blackbaud originated Score from all prospects. Custom added scores can be removed...0 Reviewed: Voting Open
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Enhance Batch (lower priviledge role) to allow to associate revenue to an Opportunity WITHOUT also being able to change designation
“A ssociating revenue” to an opportunity in batch is not very well designed in CRM. Associating revenue to an opportunity after the transaction is posted should be a suitable option, but that currently also requires EDIT capabilities that would al...0 Reviewed: Voting Open