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Mobile device Form Permission issue
The issue is that a form needs to be permissioned to 'all sites' and for the prospect area.I would think the form should be able to be permissioned to the site that the employee is working at. The form in question is the following: The first is th...0
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Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.0 Reviewed: Voting Open
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Create a way to map sold stock to different accounts based on their application type.
Proceeds from stock sales for outright donations go to a different ledger than proceeds from stock sales that are funding a planned gift. CRM does not currently allow mapping for this functionality.0 Reviewed: Voting Open
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When adding a step to a Stewardship Plan, the Participants list should have a drop down for people on the plan
On a Major Giving Plan, when you select the participants on a plan step there is both a drop down (which includes all the people on the plan) and a search. However, for a stewardship plan there is only the search field when adding participants to ...0 Reviewed: Voting Open
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Allow Search Lists to return results based on sorting
The out of the box search lists in Blackbaud CRM by default return the first available results ascendingly, typically by the name field. At present, users can click on one of the result fields to reorganise the results in a ascending or descending...0 Reviewed: Voting Open
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Allow for interaction attributes to be added to the Add StepForm.
Currently there is not a way add an Interaction Attribute to a step using an Attribute Form Extensions. This functionality exists for adding an interaction itself but not for a step even though a step is considered an interaction.2 Reviewed: Voting Open
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create functionality to render constituent photos in query results and other parts of the program
We want get a list of all prospects with their pictures without having to write a customization. A constituent query allows you to output the photo, but it's just a varbinary string of characters and not the photo. We would like the ability to ren...1 Reviewed: Voting Open
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Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...0 Reviewed: Voting Open
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Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
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Pending Activity- Add City and State columns
Adding these columns would help our Development and Prospect Staff with managing activity based upon where travel is planned. Until we do our own data list to correct this, our teams are adding the name of the city or state to the objective so the...1 Reviewed: Voting Open