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Audit Trails: ability to query changes made to prospect status
Currently it is not possible to view from the front end any changes made to the prospect status. It would be help to be able to query when prospect status was changed. Ex. Prospect status value was research and the new value is qualified which was...2 Reviewed: Voting Open
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Add Documentation to Interaction
Allow a user to upload a document to an interaction1 Reviewed: Voting Open
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Make the show/hide advanced search option sticky
As Blackbaud is adding more sticky features I would like them to consider making the show/hide advanced search options sticky. The advanced search option fields and the result columns on the screen are already sticky.0
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extend appeal reports to give the option to report on pledge payments rather than pledges
On the Appeal Profile Report and the Appeal Performance report the system pulls pledges instead of pledge payments, regardless of what the settings are in the Revenue Reporting Filters setup in Configuration. We prefer to only report on payments r...0
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allow users the choice to remove inactive code table values as report drop-down values
We would like ability to remove inactive code table entries from the drop downs in reports. The values have been deactivated and even removed from the applicable records but the values continue to show up in the drop down for the report. -
Marketing Effort Finder Number - Post Activation - Fix
After activation there are times when changes to marketing effort are needed. The REMOVE MEMBERS feature is AWESOME! A ADD MEMBERS feature would be even better. 1. Sometimes people get the mail that were not in the original file2. Sometimes there ... -
converting stewardship plan to prospect plan
If a user adds a stewardship plan in error, allow the user to change the type to a prospect plan -
Event coordinators on Multi-Level Event (inherit coordinators from Main Event)
When you add coordinators to the Main Event of a Multi-Level event, the sub-events do not inherit the coordinators. This means that to assign a task on a sub-event, you have to add them again as a coordinator for the sub-event so they appear in th...0
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Allow Security Roles to control what interactions are visible/hidden
We would like to be able to hide some Interactions from some users, but allow them for others. Eg: for Confidential/Private reasons. Could the Code Table for Interaction/Category be linked as in the "Major Giving Interactions:" so that we can cont...0 Reviewed: Voting Open
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copy attributes over at the application level when applying a payment to a recurring gift
When a payment is made on a recurring gift, the attributes at the revenue level of the recurring gift appear to be copied to the revenue level of the payment instead of at the revenue application level. Can this be changed?