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Load existing attribute data in revenue update batch
In revenue update batch, existing data of an attribute is not loaded when a revenue record is added in the batch. If the exist data is loaded, it will help users to update the attribute much easier.0 Reviewed: Voting Open
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Need permissions on Export Definition files and and Import Selection files
Like the ad hoc query - users should be able to permission their import lists and more importantly their export defintions to allow/not allow others to edit their export definitions/import selection file1 Reviewed: Voting Open
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Add the option to Copy a query in Marketing and Communications Selections
Currently if you add a new ad-hoc query in M&C you cannot copy it, make a minor change to it and save it under another name. You can only edit it. If you open the M&C query from the Analysis area, you can copy and rename it, but it must be...0 Reviewed: Voting Open
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Allow us to query constituent batch number
We need the ability to query on constituent batches just like we can on revenue batches. We enter multiple batches during the day and need to be able to pull the data from only the one batch number.0 Reviewed: Voting Open
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add smart tables, similar to the smart field
Some views have performance issues, (i.e. V_QUERY_CONSTITUENCY) https://www.blackbaud.com/files/support/guides/infinitytechref/Content/BlackbaudCRM_2_94/V_QUERY_CONSTITUENCY.html The ability to create smart tables that re-build/re-structure/re-po...0
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Add a way to grant all feature permissions at once, rather than having to "Grant all" for each folder
Many users create a role with all feature permissions granted as a way to troubleshoot missing permissions. However, it's very time consuming to create an update this role - we have to click "Grant all" for every node/folder in the list of Feature...0
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Have an 'In Progress' status on an event task
Currently, event tasks have two statuses - Active and Completed. It would be useful to have another status of In Progress.0 Reviewed: Voting Open
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Create an Event Update Batch or a Global Update Process for Events where you can mark a selection of registrants as Attended or Not
In version 2.93, when working with Event Registrants, there was the ability to mark as Attended, Will not attend, etc. en masse. With 2.94 and forward, this can only be done on each individual registrant, and not on a selection of registrants. Thi...0 Reviewed: Voting Open
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Allow viewing of hidden information in batch (especially BBIS batches)
Moderately often, we get errors when validating or committing batches from BBIS, concerning hidden fields which are not visible in the batches, e.g., addresses in BBIS membership batches. It can be extremely difficult to guess what data is hidden ...2 Reviewed: Voting Open
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Email Alert Management and user managed subscriptions
We would like a place where users can select what alerts they'd like to receive. Furthermore, having a way to better populate the list of subscribers from an administration view would be very helpful. Most of our alerts are specific to a prospect ...0 Reviewed: Voting Open