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add smart fields to query on the last interaction date.
There currently aren't any smart fields for interactions, which makes it difficult if you want to pull a simple query showing the summary for a constituent's most recent interaction.0 Reviewed: Voting Open
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Add selections to smart fields
It would be great if clients were able to add selections to smart fields so the values that were populated were more specific. For example, the last gift amount smart field does not allow for easy separation between different units/sites. Yes, the...0 Reviewed: Voting Open
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Have the ability to choose to not see the constituent for anonymous gifts on reports
When you run reports that include gifts that are marked at anonymous, you should have the ability to choose on the report that you don't want the constituents information (name, address) to be visible on the report.0 Reviewed: Voting Open
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Add finder number into FACT_MARKETINGCONSTITUENT, it is the only field left behind
No description provided0
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Add user-configurable standardization options for names in the "Correct capitalization in name and address fields" feature
Currently, with Constituent data hygiene >> Correct capitalization in name and address fields enabled, conjunctions are automatically capitalized. Users must manually edit words such as "and" to set them to lowercase. While this is a low im...0 Reviewed: Voting Open
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Add fields to Constituent Query Prospect Plans/Steps node for Category and Subcategory
The query node is missing two fundamental fields - Category and Subcategory. Completed is another missing field, but at least Status can tell us that.1 Reviewed: Voting Open
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Export Definitions Form - on small screens
It would be useful when editing export definitions to have a variable sized form that when accessed via small sized screens (Laptops for example), an option is available to scroll down to access the save button. As you can see from the attached, i...0 Reviewed: Voting Open
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Consider switching BBDW cubes from MDM to Tabular model
The out of the box data warehouse jobs create the MDM-style of SASS cubes. Please consider making it an option to create Tabular-style instead of MDM-style. This will make it much easier to build aggregate reports off of the tabular cubes and, mos...1 Reviewed: Voting Open
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Add revenue category to the membership functional area.
Currently, there isn't away to use the membership functional area if your GL uses revenue category as a building block. Blackbaud CRM doesn't currently have a way to add a revenue category at the point of creation of a membership program or at the...1 Reviewed: Voting Open
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Do not automatically default marketing effort just because there is only a single effort tied to a particular appeal
Frequently, we have a an appeal we are using without any marketing efforts. Sometimes there may be a single marketing effort activated against that appeal, but it doesn't mean we want to use that single marketing effort for everything. Often we st...0