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add a way to extract only the current primary manager for a prospect from Query and from Export
There currently isn't a way to extract a list of constituents who may or may not have Prospect Managers and include the names of only current prospect managers where there is one. The Prospect Status Tile and the Prospect summary correctly show th...0 Reviewed: Voting Open
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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.1 Reviewed: Voting Open
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Add functionality of "recurrence" for an event
Sometimes you can have an event take place over a course of time, but it is truly one event. For example, an event that happens every Wed for a month. Right now workarounds are to 1) create the same event with the same registrant multiple times - ...1 Reviewed: Voting Open
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Add planned gift additions to revenue on $0 planned gifts
If we don't know the amount of a planned gift we add it as $0 and do not add it to revenue. When the payments are received, we add an addition for the amount of the gift. In order to add the addition to revenue so we can apply the payment, we have...0 Reviewed: Voting Open
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Ability to query Status Date Change for Recurring Gifts
In order to create correspondence to Constituents based off a change to their Recurring Gift, it would be good to be able to query the REVENUESCHEDULE table - in particular the change date, in a revenue query.5 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...3 Reviewed: Voting Open
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Add a label/envelope button to Marketing Acknowledgements
When running a Marketing Acknowledgement process, you can merge into a Word document for the letter, but we also want a button to be able to merge into a Word document of labels or envelopes. This is available in the standard Acknowledgement proce...3 Reviewed: Voting Open
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Allow for end-dating constituencies in bulk.
When end-dating a user-defined constituency via Import and Constituent Update Batch, the import duplicates the constituency, and causes the batch exception error: "Please enter a valid Constituencies." There is currently no way to end-date (or sta...2 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...1 Reviewed: Voting Open
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Add integration with Blackbaud MobilePay to import credit card transactions into batch
Currently, transactions processed with Blackbaud MobilePay need to be manually imported into batch in CRM. The ability to have these payments synced to CRM would reduce the processing overhead involved in manually exporting and importing data betw...1 Reviewed: Voting Open