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Query - Save without Closing
It would be great if you could save a query without having to close the query. This could save the work completed in the event of a time-out.0
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Comment or note on Application user Account
Tracking user departments or other details would be easier if there was a comment/note field on the application user account. This should be available in the application user grid.0 Reviewed: Voting Open
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Customize column order in search output order
We love the ability to resize the columns and have it stay! We'd also really like it if users could re-order columns in the search results (and have them stick). For example in the Prospect Constituent search most users would like to see the Prosp...0
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Enable Gift Aid Declaration Validation
Gifts that are qualified for Gift Aid (where the constituent has a valid Declaration) are included successfully in a R68, however if any of the constituent's personal criteria such as the post code or first name fail to meet the HMRC requirements,...0
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Fix the issue of screen arbitrarily jumping to the top
The screen is spontaneously jumping back to the top, when a user has already scrolled down the screen. It happens mostly on the Revenue History and Recognition History screens. There are not any consistent patterns user is clicking on to make this...0
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Improve overall mapping features
Several improvements needed to mapping features:1) Increase number of records that can be mapped2) Allow on-the-fly filtering on various fields such as total giving, attributes, prospect ratings, etc.3) Allow route planning4) search within a given...3 Reviewed: Voting Open
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Religion and Update Batch
Hi, I recently had to mass change religion to a sizable constituency, I said, no problem that's in the update batch. To my dismay it is not!0 Reviewed: Voting Open
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Fix Constituent Update Batch so that it doesn't update Date Changed for phone numbers which didn't change
As per https://kb.blackbaud.com/articles/Article/118291, CUB updates the Date Changed field for phone numbers, email addresses and addresses which didn't actually change. This is then misleading when we query on or manually look at records. This i...0 Will not implement
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Would like to request that the "Columns" available in the "Giving List" be expanded.
We are rolling this report out to the head of each of our ministry area's and we want to be sensitive to our donor's requests when they choose to give anonymously. We would like to have the Revenue Transaction "Given Anonymously" made available in...2 Reviewed: Voting Open
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Add the option to ignore updates if data does not already exist to Constituent Update Batch imports
We would find it useful to have an additional constituent update option for constituent update batch and import to ignore incoming data if it does not already exist on a constituent record. Eg: the import file has an address, however, for this par...0 Reviewed: Voting Open