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Allow scheduled export to directly email the results to a given email address
We have exports that run at 9 each morning, and rather than having users have to go in and export them, it'd be great if we could set them to be emailed as attachments to people. One in particular is to a staff member who doesn't currently have a ...1
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Provide the ability to make changes to completed research request without having to resubmit the request.
Completed Research requests are reviewed for accuracy and there are times where items need to be corrected (i.e., research type and research reason) after the request is closed in order for queries, warehouse data and down stream Tableau Dashboard...0 Reviewed: Voting Open
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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 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...0 Reviewed: Voting Open
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Specify default address type
Today in Admin, you can specify which address type(s) to include. We want to be able to manage the sort order (today they are alphabetical) and a default type that should be prepopulated.
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Reviewed: Voting Open
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create functionality to prompt users who do not complete an online transaction to complete their transaction.
I recently blogged about functionality when an airline sent me an email for not completing my purchase of an airline ticket. I questioned why charities are not doing the same when a person starts to make a donation, but does not take the final ste...0 Will not implement
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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... -
Add configuration option for host/attendee on attributes and preferences.
Because the new form treats everyone like an attendee (all names are entered prior to selecting events), it will NOT allow the event manager to set the form up to request a piece of information from the host that is DIFFERENT from the information ...2 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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Add the ability to match to organization records from the new Acquisition Form
From Miya Serenius @ Plan International: We are collecting leads for both schools and corporates and for that we need to have the organization name also. In tgat way we can match the new lead to the correct orgaization in our database or create a ...0 Reviewed: Voting Open