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We need the ability to writeoff a balance on planned gift revenue
We record bequests as planned gifts and revenue, but very often the actual amount received is less. We'd like the ability to writeoff the balance. Planned gift revenue should behave like other revenue.3 Reviewed: Voting Open
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Allow users to right click and open links in new tab
* Added to "Prospect" category as that is where I primarily work, however, this is cross-functional and would likely be very useful for other areas (especially revenue) Allowing users to open links in new tab/window would allow us to quickly dig ...0 Reviewed: Voting Open
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Add the ability to create a contact report from a Stewardship Plan
The system currently allows a contact report to be created from within a Major Giving Plan. Extend this functionality so that a contact report can also be created from within a Stewardship Plan.5 Reviewed: Voting Open
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Add ability for users to mark stewardship plans as historical
This is a feature that exists for Prospect Plans, which parallel Stewardship Plans in many ways. We have a number of donors who will have robust (and multiple) stewardship plans that could be going on all at the same time. Over time if we are un...3 Reviewed: Voting Open
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Expand what ratings are included in Prospect Segmentation/Analysis
Currently the list of ratings available to choose from within Prospect Segmentation does not include some ratings such as Mid-Level Likelihood.0 Reviewed: Voting Open
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Link interactions to the associated prospect plan
During testing we found that when you file a contact report in the application from within a prospect plan, there’s no way to tell which prospect plan it was filed on when you view the report from the interactions screen. Blackbaud says they can’... -
Assign Prospects in Bulk: add sorting, filter on active
For the Assign Prospects in Bulk screen: 1. allow sorting by each column, so that all the same prospects (and their plans) can be grouped together when looking for unassigned prospects 2. Add a checkbox filter to only pull up Active prospects if d...0 Reviewed: Voting Open
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Globally make Prospect Plans "Historical"
Need to have a way to make a group of Prospect Plans Historical.4 Reviewed: Voting Open
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Allow Plan Outlines to specify the Category, Subcategory and Status of Steps
This would avoid our staff accidentally creating Steps without Category and Subcategory (where relevant, which it is for almost our Steps) and accidentally creating them as Planned whereas we want them created as Pending. At the moment we have to...1 Reviewed: Voting Open
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Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
Participants tagged on Prospect Plans have those steps displayed on their Interactions tab, however, Participants tagged on Stewardship Plans do not have their Stewardship Plan steps show up on their interactions tab. Adding this information will ...1 Reviewed: Voting Open