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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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Allow Filtering by Date Range - Add the 'Between' filter operator to date fields, as in queries
We use filtered custom tabs quite a bit, they allow you to really customize the presentation of your data. However, when you set up filtering for a date field in a Data List, there is not currently a 'Between' date filter operator to allow you to ...4 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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Add a comments field for Prospect Team Members
When adding a prospect team member, in addition to start and end dates, it would be great to have a comments field to note why the person is being added as a team member. In addition to the Add and Edit forms, it would be great to have it displaye...0 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