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Organization/Households - Populate NAME field
Organizational and Households Names do not populate in the NAME field.... this is challenging when attempting to have managed correspondence processes that include individual/organization/household records. Since organizations and households do no...0
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Allow filtering by Selection in export filters
It would be extremely helpful to be able to filter by "Exists in Selection" in an export field. For example, if I wanted to have a constituent export but only export certain pieces of revenue for that constituent, it would be useful to filter the ...0 Reviewed: Voting Open
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Ebale the use of Capital letters when inputting name of Business when they are initials without having to use a stop in between letters
We have several businesses that have Initials as their name, for example AMP. We are unable to make this all in upper case without having to put a stop in between each letter (A.M.P.). This is not how each of these businesses brand themselves and ...0 Already exists
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Feature Permission to Secure Adding Smart Query Instances
We need a way to secure smart queries from being added from the smart query definition. There are only 2 people in our organization that has the knowledge and ability to add a smart query via an ad-hoc to create the definition, but without this se...0
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Feature Permission Record Operation to Secure Deleting Queries (Smart and AdHoc)
We need a way to secure queries (smart and ad-hoc) from being deleted. In our organization we have a select few that build smart queries and multiple users on ad-hoc. We have had a problem with queries being deleted either accidentally, or intenti... -
The only option for changing the prospect manager on the Prospect summary constituent tab of a constituent record is to edit and not replace a prospect manager which provides no history of the change.
Tracking changes to Prospects and Prospect managers is important historical information.0
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Add additional fields to Opportunity
I would like to propose adding three additional fields to the opportunity: Expected Response Date Currently there is only one Response Date Field on the opportunity and it is used for multiple purposes and meanings depending on the status of the...1 Reviewed: Voting Open
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include ReseachPoint enhancements in every new Service Pack release
The ResearchPoint portion of the CRM (labeled Wealth & Ratings) isn't getting updated when Blackbaud releases a new service pack. In discussion with the ResearchPoint representative, there are useful new features available that are not getting...0 Reviewed: Voting Open
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Allow fundraisers to have more than one position in Organizational Hierarchy
Currently, fundraisers can only be assigned one position in the Organizational Hierarchy. Some fundraisers may have more than one role in the organization with different sets of direct reports.0 Reviewed: Voting Open
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Add an indicator in batch when a tribute has been attached to a gift or allow tribute to be added within batch
We add quite a bit of tributes to our gifts. Having to set up the tribute on another tab wastes a lot of time and when double checking all tributes have been attached, we have to seperately click on each line then clicking on the Revenue tab then ...0 Reviewed: Voting Open