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6
Vote
Allow users to export query criteria rather than typing out manually.
At present, using out of box functionality, it is not possible to export query criteria from Blackbaud CRM. his could be a useful option for complex queries.
Created 22 Feb 16:17 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
19
Vote
Allow opportunities to be linked to revenue with an application of 'Other'
Our organization raises revenue that is not considered a donation. These are things like cause-related marketing, fee-for-service contracts and investment income. We would use the opportunity area for tracking the potential pipeline for this reven...
Created 13 Apr 16:02 by Amanda Brown
Blackbaud CRM / Opportunity
4
Reviewed: Voting Open
14
Vote
Ability to view Funding Contact or Prospect Plan Team Members in Fundraiser on the Go
Currently when a Prospect Plan is with an Organization it is often helpful to view the Funding Contact associated with the organization when opening the information in Fundraiser on the Go. Currently you only see the contact information for the or...
Created 11 Jan 22:13 by Guest
Blackbaud CRM / Prospect
0
Reviewed: Voting Open
18
Vote
Currently there is no way to alter an existing list builder section to add an action in the dsk using AlterExistingPage
Without this it is necessary to manually alter list builder section in design mode which is cumbersome when transferring from dev to production. Alternatively you need to make a custom copy of the page to add the changes to the section which is da...
Created 07 Jun 15:52 by Lorne Schneider
Blackbaud CRM / SDK
1
Reviewed: Voting Open
23
Vote
unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import
3
Reviewed: Voting Open
23
Vote
Need for the major giving capacity on the edit wealth capacity page to have more options
The major giving capacity bans top out at 1 million and 1 dollar and up - we need to be able to say 1M - 5M and 5M - 10M, etc. and go up to 200M at least.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Wealth and Ratings
0
Reviewed: Voting Open
23
Vote
Add RSS capability on the Tribute Revenue tab
It would be helpful to allow an automated notification when a gift is applied to a tribute.
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Tributes
0
Reviewed: Voting Open
23
Vote
Make creating a notification on a note easier
When adding a note on the documentation screen, it would be a big timesaver if there was a box asking if we want to add a notification so we don’t have to create a gift note and then turn around and select the gift note and then add a notification.
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Administration
0
Reviewed: Voting Open
23
Vote
display the finder number on the details tab of pledge transactions
On a regular payment record the details tab contains a field that displays the finder number. We would like this same information for pledges as well so that we can review this information before running pledge reminders.
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Gift Processing / Pledge
0
Reviewed: Voting Open
23
Vote
Allow Grant Progrms to be Inactivated or Historical.
Grantors change funding interest over time. CRM needs to allow Grant programs to be marked as inactive or Historical; similar to the Major Giving Prospect. This way the information is held for reference.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Prospect
2
Reviewed: Voting Open
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