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Enhanced Revenue Batch - Allow customer specific errors
We need a way to add our own specific business rules to the Enhanced Revenue batch entry. Currently, we have our business rules coded as 'errors' on our custom Gift Batch Proof list. However, we would much prefer to have our business rule violatio...Reviewed: Voting Open
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Adding an end date updates the shared business address
When we put an end date on someone's relationship, the contact information that relates to that business stays on their record. For example, when you pull the relationship over, the business address usually autopopulates as one of the constituent'...Reviewed: Voting Open
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The ability to add Organisations to Research Groups in addition to Individual
A number of fundraisers are unaware that Organisations are not populated into the Research Group from their selections - Need to be able to add in Organisations where it is the Organisation and not the Primary Contact at that Organisation specific...Reviewed: Voting Open
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Create a Prospect Plan Step Update Batch similar to the Stewardship Plan Step Update Batch
My organization would like to be able to update existing prospect plan steps via batch import, just like you can for stewardship plan steps, using the Stewardship Plan Step Update batch type. Prospect plans are used by almost every organization, m...Reviewed: Voting Open
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Link interactions to the associated prospect plan
During testing we found that when you file a contact report in the application from within a prospect plan, there’s no way to tell which prospect plan it was filed on when you view the report from the interactions screen. Blackbaud says they can’t...Reviewed: Voting Open
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Allow multiple contact types on a relationship record
In many companies, one person would have multiple contact types. Using a primary doesn't really meet the need either. In large companies we would have a primary, often the funding contact. But then that person might also be a contact for the bowli...Reviewed: Voting Open
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Create a separate table for primary email and primary phone, similar to primary address
Address(Primary) being it's own table allows you to export that information in query outputs, but Email Addresses and Phone Numbers are all stored in one table, so if you want to export the primary email and/or primary phone without getting duplic...Reviewed: Voting Open
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Make Social Media account types more configurable
Currently, selecting the service 'Twitter' changes the social media account forms so that the 'Account name' field becomes the key field on the form, rather than the URL, which appears to be the default for all other services. Many services, such ... -
add the ability to sort batches
Currently there is no way to sort a batch and batches do not keep the sorting options picked within Query. There are many reasons sorting a batch would be extremely useful. Please give this a vote if you agree, Thank you.Reviewed: Voting Open
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Add reason for Do not send mail to this address when adding a new address
When you add a new address to a constituent record, it allows you to pick the old address that the person moved/changed from. CRM automatically adds an end date and automatically checks "Do not send mail to this address" but it doesn't allow you t...Reviewed: Voting Open
