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Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they...4 Reviewed: Voting Open
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Allow the Prospect Research Report to be ordered based on the Report Template.
Prospect Research Report utilizes a report template that allows you to specify the fields. Currently the order of the choices are not reflected when viewing the report.0 Reviewed: Voting Open
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Implement automatic trimming of large WealthPoint tables in BBCRM
We subscribe to WealthPoint screenings in our on-premise BBCRM database. The mechanism downloads a lot of data from Blackbaud and stores it into our database, most in tables starting with "WP". One table, WPPHILANTHROPICGIFT, is currently over 60 ...0 Reviewed: Voting Open
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Add the Constituent Source field to the one-off Add an Individual form AND Constituent Update Batch
Currently, when creating new constituents using one-off Add Constituent forms or in a Constituent Update Batch, the Constituent Source field is automatically blank. (Constituent record > History tab > Origin sub-tab > Constituent Source F...0 Reviewed: Voting Open
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Better visibility of existing job schedules
In the interests of avoiding record locking with secondary tasks a client would like to be able to see an alert/info box when saving a new job that it clashes with the time of an existing job A visualisation or time line when jobs are running and ...1 Reviewed: Voting Open
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On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.2 Reviewed: Voting Open
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Self-service Backup requests
Wouldn't it be great if admins could request/produce a full backup of their environments from the application interface? To have that backup delivered directly into the authorized FTP user account at the push of a button! With our current business...3 Reviewed: Voting Open
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Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status5 Reviewed: Voting Open
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Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ... -
Allow Users to copy Error messages from Queue
When a Queue fails, it would be useful for users to be able to make a copy of the error message to allow checking in KB or when submitting a case to Support0 Reviewed: Voting Open