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Consolidate the dialog boxes for adding v. editing plan step/interactions
Currently I have found that there are three (3) different style dialog boxes for adding v. editing the following: adding or editing an interaction: Add or Edit a step An unplanned contact report There are probably more that I just haven't disco...0 Reviewed: Voting Open
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Allow plan participants and primary contacts to be viewed through Fundraiser on the Go
View the associated plan participants and primary contact information through FROG0 Reviewed: Voting Open
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Provide the ability to make changes to completed research request without having to resubmit the request.
Completed Research requests are reviewed for accuracy and there are times where items need to be corrected (i.e., research type and research reason) after the request is closed in order for queries, warehouse data and down stream Tableau Dashboard...0 Reviewed: Voting Open
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link affiliations in Wealth area to relationships
Without linking affiliations to relationships, this information may have to be double entered. This results in inconsistency of use and potential data errors. Additionally, Blackbaud discourage the use of this functionality and suggests using rela...0
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Allow contact reports to be deleted from a Prospect plan step without having to delete the step
Currently, the only way to remove a contact report that was accidentally added to a Prospect plan step is to delete the entire step and then re-add it without the contact report. In addition to inefficient, this is less than desirable as users mig...0 Reviewed: Voting Open
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Search any constituent: Fundraiser on the Go
Right now when you log in you can only view your portfolio. It would be helpful if you could search for any record in CRM so that if a fundraiser is on the road they can look up anyone's name or email or phone very quickly2
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Add the ability to assign multiple sites when creating the Major Giving Plan
Currently there is not a way to create Major Giving plans with no site assigned to them and still have users, that are site secured, to see these plan steps for use when copying/creating new plans. By adding the functionality to add multiple sites...1
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Have the ability to have individuals and org records included in one research request
Currently when you create a prospect research request it can only handle all individuals or all organizations.0 Reviewed: Voting Open
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Wealth Screening should not automatically update blank fields in the database
Currently when manually processing a Wealth Screening if a field is blank in the Blackbaud CRM database but the field exists in the Biographical wealth screening information the field will automatically be updated in CRM. The business user is not ...0 Reviewed: Voting Open
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Display Stewardship plan's Plan Type under the Plan data list view
Unlike Major Gift plan's plan type, Stewardship Plan Types are not displayed in the data list0 Reviewed: Voting Open