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Allow sorting of Interactions that happen on the same day
We often have outreach and disqualification in the same day and we always want the disqualification come later so it is the most recent interaction. Currently, sorting can be done by date but when two are entered in the same day the first one ente...0
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Populate Designation Links for Non-Revenue Purposes in the Fundraising Hierarchy List
Currently links only populate for purposes that directly accept revenue via designation. If a non-revenue purpose is added to the hierarchy, a link is not generated in the designation field. This can make navigating a purpose and designation hiera...0 Reviewed: Voting Open
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Make constituent documentation notes site specific.
This would allow users to add notes that are specific to their site and also to filter and only see notes that pertain to their site.0
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Allow people to be added to a marketing effort which has already been activated
We would like to use marketing efforts to document and report on our daily communications with new supporters, but we do not want to create and activate a new marketing effort every day. It would be very useful to be able to add people to an exist...1
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Event Capacity to show capacities per Registration Type
It would be useful to record & see within an Event record the Capacity split across the various Registration Types. This would ensure tickets would not be oversold for each type.0
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Add additioanl supported data connections for OData.
It would be helpful if Blackbaud could support additional data connections that utilized a modern method of service. It would also be helpful if Blackbaud would support OData links via SSIS. OData services generally expose a standard set of API c...0 Reviewed: Voting Open
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Add a layer to security for "connection context / endpoint / etc."
We are running into some limitations with CRM's security model. We have site security and we have some users which have more than one site on their appuser. We also have security integrated with our authentication system. What we need to do is ...0
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Changes to employment history does not update the history list
Changes such as Job Title does not populate the employment history list for the constituent.0 Reviewed: Voting Open
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allow Outlook calendar items to be sent to CRM
Our users are requesting a way to 'mark' Outlook calendar items so they are picked up by the 'Download Exchange Data' process and fed into CRM as a new interaction.0 Reviewed: Voting Open
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allow users to schedule a full ETL reset in the queue
Currently we can schedule ETL refreshes, but there is no way to schedule a weekly or monthly full ETL Reset.0 Reviewed: Voting Open