-
Allow plan participants and primary contacts to be viewed through Fundraiser on the Go
View the associated plan participants and primary contact information through FROGReviewed: Voting Open
-
Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual.Will not implement
-
Update the Giving Summary title for the Corporate Information report to Revenue Summary
From a user’s perspective, it’s counterintuitive that the “Giving Summary” report includes all revenue, when the term “gift” denotes a subset of revenue by Blackbaud’s own definition. Please consider this recommendation to change the title of ... -
Paste an Outlook message to the notes field in CRM
It would be helpful to be able to cut and paste an Outlook message directly to the notes field in CRM without first having to paste it to notepad to remove any word formatting that Firefox does not remove. If you try to paste it directly to the No...Reviewed: Voting Open
-
Add sum total of all notes and attachments from all related documentation in the Documentation and Interactions tile
Our staff have expressed interested in having the counts of notes, media links and attachments in the documentation and interactions tab reflect the total number of notes, media links and attachments that are reflected on the documentation summary...Reviewed: Voting Open
-
Add 'Date opened' field to Community Emails Received node in Ad-hoc Query
This date is visible when we look at an individual record on the Constituent record / Communications tab. E.g., when we expand a particular communication it says 'Opened: Yes - 18/08/2018'. It would be useful to be able to query on this date. -
Add configuration that allows additional filter criteria to be added to export definition
Many users need additional filter criteria to be added to export definitions. Instead of always playing catch up and continuing to add new filter criteria one or two at a time, a configuration that allows you to select field that are needed in exp... -
R68 - Do not allow clearing of results from a submitted claim
It is possible to clear results from a claim after submission to HMRC - this means that there is a possibility of claiming the same revenue twice. The ability to clear a successful claim should not be available.Will not implement
-
Way to track/indicate Country of Operation is in the EU - GDPR tracking
the Country of Operation code table does not allow for a flag/indicator that the country is in the EU. Would be very helpful for applying globally when identifying and managing GDPR constituents.Will not implement
-
Create a feature that allows user to query zip codes within a radius of miles from a starting zip
Many invitation lists cause our event planners to ask for constituents who live within a certain number of miles from the event location. Having a way to create these selections quickly and easily would be a great feature!Already exists
