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Query Results Column Sorting
The column sorting functionality in query results only lets you sort by the 50 results on the page and not the full data set. In other areas of the system such as ‘Application Users’ you are able to sort by the whole list. We have a couple of wor...1 Will not implement
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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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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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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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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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Delete the associated Constituent Interactions when the linked Prospect Plan Step gets deleted
Completed prospect plan steps get added as interactions on the constituent record. However, if the prospect plan step is deleted, the orphaned interaction remains on the constituent record. My suggestion is that one of the following should happen ...1 Reviewed: Voting Open
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Add the ability to add two employment history rows for the same employer at the same time
It may be necessary for a constituent (record) that has two active positions at the same time. Currently you cannot have two active positions in the Employment History area. It can only be bypassed by selecting an end date.0 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 ... -
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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If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...2 Reviewed: Voting Open