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Stewardship - Generate step update batch pending to completed
It'll be useful to include 'pending' to 'completed' field update within the Manage Stewardship Plan - Step Update Batch Process. Alternatively, a Global Change process can be used.0 Reviewed: Voting Open
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allow users to add an event registration from the constituent record
When we have constituents and we are working on their records, we would like to be able to add the constituent to an event while we are in the constituent record without having to go into the event module.0 Will not implement
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add ability to drag and drop fields to arrange column order in export definitions
When you are working in an export definition with many output fields, it it takes a lot of time to arrange fields in the column order tab by selecting the up and down arrows. The ability to drag and drop would be a real time saver5 Reviewed: Voting Open
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Allow us to change Opportunity Statuses
We would like to change opportunity statuses of "unqualified" and "qualified" to descriptions that are more meaningful to our Development Officers.0 Reviewed: Voting Open
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remove 'planned' as an option for a plan's status
Because of the way 'My Fundraiser Page' is set up when a planned step is added to a prospect's plan it does not show up in the most frequently used tab 'Pending steps'. Additionally, planned steps on a prospect's plan do not show up on the constit...3 Reviewed: Voting Open
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Allow document attachments to be imported through an import process
Through an import process, provide a means to import attachments for constituents.3 Reviewed: Voting Open
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Add an audit table for "last changed by" on queries
It would be great to have an audit table that shows edits to queries. Currently we cannot find a way to see who last edited a query (only who created it)1
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Ability to log all reads to the database
Currently Blackbaud CRM has the ability to audit all inserts and updates to a constituent record. We would like to track all individuals that have also viewed the record. Our database contains high profile individuals and would like to track who w...0
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add Wealth and Ratings and SSN to the merge configuration
We have identified a number of inactive records that are appearing in mailing and solicitation files because they have Wealth & Ratings data. This made us curious why this information would not move to the target record during a constituent me...1 Reviewed: Voting Open
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Allow ability to exclude Inactive records from matching in Batch Entry
We do not want new records imported into CRM matching with our Inactive Records. Please allow a setting to disallow constituent matching and especially auto-matching to inactive records. Thanks!0 Reviewed: Voting Open