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Recent
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5
Vote
Add 'sent date' to DWH constituent fact table.
Without it you are making assumptions about the timing of sent appeals. It makes sense for this field to be tied to the constituent and not the appeal. Activation date is not the sent date.
Created 20 Feb 14:51 by Etai Dori
Blackbaud CRM / Data Warehouse
0
3
Vote
Add Media Link and Note query view nodes to the Constituent Source ad-hoc query.
Currently in CRM Media Link and Note information is not available from front end ad-hoc query for Research Requests. The below out of box tables would need to be added the Constituent Source Query View. ASSIGNMENTMEDIALINK BANKACCOUNTADJUSTMENTMED...
Created 30 Mar 16:09 by crmSupportRequests
Blackbaud CRM
0
Reviewed: Voting Open
5
Vote
Include the event field on the Add a Contact Report form
My organization would like to have the Event Search function appear on the Add a Contact Report screen. At present, it is available on the Add an Interaction screen, but we feel as though it would make sense and be convenient for it to be included...
Created 13 Feb 18:27 by Guest
Blackbaud CRM / Prospect
0
5
Vote
Default the type and use codes per designation on the opportunity record to those on the purpose/designation record.
Why: Currently when selecting a designation on an Opportunity, the user is asked to input Type and Use Codes. The Type and Use Codes would be very good data on the Opportunity, but it is burdensome to ask the user to remember or look up the Type a...
Created 10 Feb 16:02 by Doward Hudlow
Blackbaud CRM / Opportunity
0
Reviewed: Voting Open
3
Vote
On the Add Payment and Edit Payment forms, Reference Number and Reference Date Fields be available for all payment menthods. Currently the fields are available for Cash, Direct Deposit or Other Payment methods.
No description provided
Created 17 Mar 22:41 by Blackbaud CRM
Blackbaud CRM / Revenue
0
Reviewed: Voting Open
6
Vote
allow constituents to pay for auction purchases using a gift-in-kind payment method
Currently you cannot tie a gift in kind with an auction purchase. You generate the following error: The chosen payment method cannot be applied to an auction item purchase. The acceptable payment methods are Cash, Check, or Credit Card. The sugge...
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Events / Revenue
0
Reviewed: Need Further Info
6
Vote
auto expand query search folders in 3.0 webshell
When searching for a query, the folders by default are collapsed, as opposed to 2.91, where they were expanded. This adds another step in the process of finding the query you want.
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Query
0
6
Vote
A 'My Tasks' Dashboard to function in a similar way as the My Fundraiser page
This page could be a useful place to display items including pending interactions, completed interaction overview, outstanding event tasks and potentially ties into the palnned Reminders functionality. This page would pick up data where user has...
Created 29 Jun 13:26 by Guest
Blackbaud CRM
0
6
Vote
allow user to post Event registrations to the General Ledger
I would like to ensure that event registrations commitments (before a payment is made) get booked and posted to the General ledger.
Created 29 Jun 13:25 by Guest
Blackbaud CRM
0
6
Vote
Planned Giver constituency whereby it is only automatically added to records
There is a defect with the Planned Giver constituency whereby it is only automatically added to records when at least one designation has been added against a Planned Gift and not at the point that the Planned Gift is created. In a majority of cas...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Constituency
1
Reviewed: Voting Open
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