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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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Fix GL distributions generated when Reconcile Matching Gift functionality is used to link payments to claims
The current Reconcile Matching Gift functionality modifies the original GL distribution by reducing the debit and credit amounts to the amount that is not applied to claims. This is incorrect from a GL standpoint and this functionality should be c...0 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
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Add a campaign field to designation ad-hoc queries
My organization would like the campaign node added to Designation ad-hoc queries in an effort to find designations that aren't linked to a campaign. As the designation field is available in a Campaign query, it would similarly make sense to add th...3 Reviewed: Voting Open
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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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When in Query, and Interaction Category or Categories are set, only show the Subcategories for the Category or Categories selected
When adding interactions, once you select the Category, the Subcategory list is limited to only the subcategories on that Category. It would be super helpful if this was also the case in query.1 Reviewed: Voting Open