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1
Vote
LOSync Connector: Add LO Constituent Email Address and Email Message ID to Constituent LO Email Interaction List
The LOSync/LO Connector customization shows emails sent from LO on the Constituent record on an Email Interactions subtab under Communications tab. The list shows the LO Constituent ID and other info. We ask that the LO email associated with the L...
Created 16 Apr 22:34 by Jennifer Borri
Blackbaud CRM
1
Reviewed: Voting Open
2
Vote
Allow users to insert a line in the middle of the batch
Currently, you are unable to insert a row inbetween other rows. This was a feature in Raiser's Edge that was very useful because we usually would want to have our information in the order it comes it. It makes finding information within the batch ...
Created 01 Oct 16:31 by M. Bongiovanni
Blackbaud CRM / Batch
0
Will not implement
2
Vote
scroll to the highlighted text when doing a find in a report when the result is on subsequent pages and the entry must be scrolled down to
If I search a text using the text search field provided on report page, the page containing the searched text should get open and the highlighted text should get on top. Work-around: Export report as pdf and search using PDF reader.
Created 30 Sep 19:04 by Guest
Blackbaud CRM / Reports
0
2
Vote
Ability to configure what Planned Giving Vehicles are available
UBC, CDA, Sick Kids, UWGT Do not use all of the vehicles Charitable Remainder trust Charitable lead trust Pooled Income Retained life estate/different name
Created 29 Sep 22:05 by Trit Mulligan
Blackbaud CRM / Planned Giving
0
2
Vote
prevent fully qualified date time fields from being exported from an ad-hoc query when exporting as an xslx file
We've just went live in Production with CRM v4.0 this Monday. We are seeing that when we export to excel using the button within the query designer, all of the dates are coming over with a date and time. Whereas, when we export to CSV they do not....
Created 18 Sep 14:55 by Guest
Blackbaud CRM / Query
0
Will not implement
2
Vote
clear links to recently used pages that are obsolete after upgrades
After upgrading to version 4.0 users have links in their recently used sections that point to obsolete pages. The prospect page is now rendered as a subtab of the constituent record but the link to the old constituent prospect page still shows in ...
Created 16 Sep 20:52 by Guest
Blackbaud CRM
0
Will not implement
2
Vote
when you change constituents on a matching claim, it should check the matching factor of the new ID
When you adjust the constituent on a matching claim, you click the ‘change constituent’ button and it works correctly. But the program does not then look at the matching conditions for the new ID and update the claim appropriately. So if the old I...
Created 16 Sep 13:34 by Guest
Blackbaud CRM / Matching Gift
0
Will not implement
2
Vote
pull the appeal from a recurring gift to the corresponding EFT payment in batch
When adding a payment batch through EFT, it will pull the recurring gift that it corresponds to, but it doesn't fill in the appeal to match the recurring gift appeal.
Created 10 Sep 19:11 by Guest
Blackbaud CRM / Batch / Recurring Gifts
0
2
Vote
From the constituent view I would like to see if someone is on an invitation list pending an invite
When viewing a constituent record you would not know that that person is sat on an invitation list where the invitation is yet to be sent. We run numerous events and when clients call they can often be mixed up in what they are calling about when ...
Created 10 Sep 13:22 by Guest
Blackbaud CRM / Events
0
1
Vote
Rename constituent advanced search label "Only search primary addresses"
When you are searching for a constituent, and click the Advanced Search button there is a check box for "Only search primary addresses". This checkbox restricts the search to not only primary addresses but any primary contact field such as phone n...
Created 24 Mar 13:53 by Allen Roth
Blackbaud CRM / Search
0
Reviewed: Voting Open
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