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Add parent and primary labels to Organization tile
Users need to see this information immediately on the organization tile, and without needing to dig for the information elsewhere. This is primary information about an organization and should not be buried under tabs. It would be nice if the paren...0 Reviewed: Voting Open
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Alert Proxy User owner when PAT expires unexpectedly
Please create a real time (email?) alert to the application user who is the owner of a Proxy User and alert the application user when a Personal Access Token (PAT) is marked inactive. This is particularly problematic when the PAT is marked inactiv...0 Reviewed: Voting Open
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Delete Code Tables
Code Tables can came over through conversion that are no longer used. It would be helpful to be able to delete these tables for overall better data hygiene. If not this should be highlighted during the implementation process so organizations know ...9 Reviewed: Voting Open
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Expand what ratings are included in Prospect Segmentation/Analysis
Currently the list of ratings available to choose from within Prospect Segmentation does not include some ratings such as Mid-Level Likelihood.0 Reviewed: Voting Open
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Assign Prospects in Bulk: add sorting, filter on active
For the Assign Prospects in Bulk screen: 1. allow sorting by each column, so that all the same prospects (and their plans) can be grouped together when looking for unassigned prospects 2. Add a checkbox filter to only pull up Active prospects if d...1 Already exists
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Ability to add an end date to an address without the Do Not Mail to this address being checked.
No description provided0 Reviewed: Voting Open
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Create Global Change Process to Add, Update or Remove Name formats
It would be great to have a global change process to Add, Update or Remove Name Formats from Constituent Records.3 Reviewed: Voting Open
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provide an administrative function that would allow us to make our database 'read-only' and still view data.
We were provided a script by Blackbaud and when we performed it we could not 'read' data. We would log into a constituent and the information would not load. That does not help. We need to be able to view all data, run already built queries and re...0 Will not implement
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Be able to add and end date the Prospect constituency from the Prospect Assignment Process (under Manage prospects and plans in bulk)
If the Prospect Assignment Process lets you create new prospect assignments and remove prospect assignments, then you should be able to add the Prospect constituency to records that do not have it, and be able to end date the Prospect constituency...1 Reviewed: Voting Open
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sort matching gift claims by date, name or amount in load commitments
We have some companies with over 500 claims. We need to be able to sort claims in Load Commitments in order to find the gift being matched. Right now it is needle in a haystack.0 Already exists