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Add Event Information fields to the Team Fundraising Team query view
My organization would like event information fields in the Team Fundraising Team query view. The Team Fundraiser query has a significant amount of event fields available and it'd be helpful to our organization if we could get this information in a...0 Reviewed: Voting Open
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link affiliations in Wealth area to relationships
Without linking affiliations to relationships, this information may have to be double entered. This results in inconsistency of use and potential data errors. Additionally, Blackbaud discourage the use of this functionality and suggests using rela...0
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Allow contact reports to be deleted from a Prospect plan step without having to delete the step
Currently, the only way to remove a contact report that was accidentally added to a Prospect plan step is to delete the entire step and then re-add it without the contact report. In addition to inefficient, this is less than desirable as users mig... -
be able to export an image or profile picture from the constituent's record
It would be great to make images stored on a constituent's profile accessible via export, so that conditional content could be displayed in an email. For instance, if we wanted to display the photo of a prospect manager in an email to a prospect. ...0 Reviewed: Voting Open
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Allow constituent selections created from a Constituent Map to be deleted
Currently, there does not seem to be a way of deleting such a selection, so we just build up clutter which can't be removed.1
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Search any constituent: Fundraiser on the Go
Right now when you log in you can only view your portfolio. It would be helpful if you could search for any record in CRM so that if a fundraiser is on the road they can look up anyone's name or email or phone very quickly2
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Allow sticky search on Revnue Constituent Search (by Lookup ID)
Currently sticky search functionality is working on the Constituent column in batches but when you use the Lookup ID as a mapped column for an import the default search filters always stay, even if you change them in batch. Becuase "Check alternat...0
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Add the department field to the business tab in the add an individual form
Currently most employed constituents, linked to organisations, will need to have a job title and department defined. The business tab in the add an individual form currently only shows job title of these 2 fields which means that the record needs ...0 Will not implement
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Add the ability to require the Registration Options field when manually adding registrations to an Event
My organization would like the ability to require the Registration Options field on the Add Form on the Add Form on the Registrations tab of an event. Presently we are unable to require that field and sometimes our users forget to select a registr... -
Add the ability to edit attributes on user defined data-lists
This would allow end users to have centralized locations to edit attributes, along side other areas of the product that appear in data-list, and not have to go to the out of the box data-list in another area of the product.0 Reviewed: Voting Open