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Change Smart Field Relative Quarter Date to calculate from the beginning of the Quarter
Currently: When setting a Smart Field to use Relative Date: Quarters, the smart field calculates from the same day of the month that the Smart Field Process is being run. In other words, if I have a Donation with a Revenue Date of September 1, and...0
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allow the ability to automate custom deployments in the Cloud Portal
For customization deployments in the Cloud Portal include the ability to automate the load process rather than manually going into the database and loading from the catalog browser.1
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Ability to rename an attribute once it is in use
Oxford would like to rename the attribute 'Matriculation Year (Use)' to 'Matriculation Year'. Due to the fact that the attribute is currently in use we appear to be unable to change its value.5 Reviewed: Voting Open
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Provide ability to terminate user processes
Our BBCRM is hosted by Blackbaud. Whenever a user has a runaway process our Helpdesk contacts Blackbaud Support, who then contacts Hosting to kill the process. Within BBCRM, the client with Sys Admin access or with proper security access should be...4 Reviewed: Voting Open
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Move up Batch Validation
It would be great to modify the Edit > Validate Batch function to check for all validation errors instead of waiting for the commit function. Currently, the batch goes through the full workflow, commit, and a exception batch is created in the e...2 Reviewed: Voting Open
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Allow users to right click and open links in new tab
* Added to "Prospect" category as that is where I primarily work, however, this is cross-functional and would likely be very useful for other areas (especially revenue) Allowing users to open links in new tab/window would allow us to quickly dig i...3 Reviewed: Voting Open
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Outlook integration
Provide integration with Microsoft Outlook for sending and recording of both emails and calendar Interactions. Need support for Outlook 2007 & 2010.4 Reviewed: Voting Open
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Add the ability to remove the Payment Logos Eg. Amex depending on what is selected as payment methods
Add the ability to remove the Payment Logos Eg. Amex depending on what is selected as payment methods. Currently the logos are hard coded and this is restricting the use of the Optimised Donation Form for us as we do not accept all of the shown pa...0
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We need the ability to writeoff a balance on planned gift revenue
We record bequests as planned gifts and revenue, but very often the actual amount received is less. We'd like the ability to writeoff the balance. Planned gift revenue should behave like other revenue.5 Reviewed: Voting Open
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Need the ability to "Folderize" export definitions
Need the ability to "Folderize" export definitions much like you can with ad hoc queries - otherwise the list becomes unmananagable8 Reviewed: Voting Open