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gift aid refund
After an R68 process has been submitted and Revenue records updated, it is possible for Revenue to be earmarked for a Gift Aid Refund during the next time the process is run. If this is added in error, there is currently no method to Delete the Gi...0
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Keep recently accessed constituents separate from recently accessed pages
In 4.0, many more page types now appear in the recently accessed section. Although it is great to be able to quickly return to these pages, this now causes the constituents you were currently working with to be quickly removed from this section du...0
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Revenue History Page should show when you select Revenue History Page from a Revenue Query Browse. Instead a Revenue History Report Shows.
In the Revenue Query when you select browse one of the items you can select is Revenue History Page - this takes you to the Revenue History Report. It would be helpful of it would go to the history page so you can review the revenue history by date.1 Will not implement
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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 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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FQDN or single IP Address for REST API
As it stands, FQDN is not a possibility. Also, there isn't a single IP Address for REST API. This makes it difficult to establish API calls for on premise instances of Blackbaud CRM that are behind a firewall.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 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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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