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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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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 duplicate search to ignore spaces in Phone Numbers
The duplicate search recognises spaces in phone formatting and thus does not identify identical numbers, even with a space, as a duplicate. More duplicate records would be found if this was removed.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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Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record
Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record. That way you could click right through to the constituent record to get more information about the Stewardship Recipient. Currently ...2 Reviewed: Voting Open