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Import a large number of individuals and positions into an organization hierarchy via a CSV or Excel file
It would be helpful to enable an import of a large number of individuals and positions into an organization hierarchy via a CSV or Excel file. It helps when setting up the fundraisers initially or if there are a large number of updates that one ne...0
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Make Wealth & Ratings Data integrate with CRM Site Security
Users from different sites are unable to track WealthPoint searches by Site within Blackbaud CRM when using Site Security Certain parts within Wealth and Ratings Data are also not site-secure WealthPoint Screening History Tab WealthPoint Data ...0
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Surface End Dates more. With version 3.0 with prospect and wealth and ratings the End dates are buried
For various pieces of info such as secondary manager or Capacities under wealth and ratings the end date field was in the data list for the front screen. Now people have to click on the piece of information to surface the End Date which has become...0
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Do not update collection fields in constituent update batch if no field values have been changed
When loading a constituent with addresses/emails/phones in a constituent update batch row, the existing contact info records are defaulted into the corresponding CUB collection fields. When a user commits the CUB without changing any of the record...
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Marketing efforts display gross amount for total raised.
Suggestion for improvement to marketing efforts - would you be able to raise with the ideabank please? (I think it was decided they should come through support rather than users adding directly to idea bank) Marketing efforts - display Gross Amoun...0
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set membership transaction date to equal the date of the qualifying revenue transaction in Membership Contribution Process
When the membership contribution process is executed, all the memberships assigned have a transaction date that equals the Process Date. It should be the same as the qualifying revenue date, because we are "granting" the membership based on the da...0
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Land inside the newly copied marketing effort
Currently, when you copy an existing marketing effort, it lands you back at the marketing effort listing page. It would make most sense and save time to land inside the newly copied effort.0
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Show read-only sytem IDs in Design Mode / Page Designer
It would be nice if the Page Designer window would show a read-only system record ID field for Pages, Tabs, Sections, and Actions. This would be really useful for developers that need to make reference to existing artifacts when using AlterExistin...0 Reviewed: Voting Open
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Allow columns to be re-ordered at user's preferences in Marketing Efforts
When you're in a marketing effort, on the Segments tab, there are many columns of info (ex: ask ladder) that we'd really like to be able to move to the end or move other more pertinent columns forward in the row. -
Add an indicator on Marketing Efforts, Segments tab to show overrides for Address Processing and/or Name Formats
When in a marketing effort, it would be very useful and time saving to have an indicator on the Segments tab to show which of the segments may have an override selected for address processing or name formats. Especially helpful when you have large...