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Support non-revenue Smart Fields in Fundraiser on the Go (FROG)
We have many needs to put string/text information in Fundraiser on the Go and would like to do this with smart fields but it only supports revenue smart fields for some reason.1 Reviewed: Voting Open
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Add Ability To Filter On Other Output Fields In Export Definitions
We have the ability in query to filter fields on the values of other output fields. However, this ability is absent in export definitions - as far as we can tell, we can only filter output fields on manually-entered constant values. This means tha...1 Reviewed: Voting Open
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Marketing Effort - Display more segments
In 2.9 the marketing effort displayed 36 segments on one page In 4.0 the marketing effort only display 17 segments. We track segment information in the marketing effort request. This means that for ME's with more than 17 segments, we have to snip ...0
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Marketing Effort - sticky columns
Please add sticky columns to Marketing efforts. It is very important to see the segment name field. We have to resize the column every time we go to a marketing effort. -
Add Channel to Acknowledgment Process
We would like the ability to define the channel for an acknowledgment process. Our letters use Export Definitions rather than Output formats, so we are unable to identify the channel. We are now doing more acknowledgments via email rather than mai...0 Reviewed: Voting Open
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Update the recognition program levels when the constituent or designation is changed.
Once a recognition program qualifying gift is run through the recognition program. The recognition level will not update automatically if the designation is changed to or from a non-qualifying to qualifying designation or if the constituent on the...0 Reviewed: Voting Open
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Receive Notification from Blackbaud once AddressFinder file has been received
It would be helpful to receive a notification from Blackbaud once the file has been received after being submitted via the AddressFinder Process step 2. This is helpful instead of having to frequently check back to view the process status page to ...1 Reviewed: Voting Open
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Allow List Builder lists name to be sticky and remain after users leave the page
List Builder list names used to be sticky which allowed users to see which customized filtered list they are seeing . This functionality got lost and we would like it back. Now, when a user leaves the page, the columns remain filtered (which is go...0 Reviewed: Voting Open
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Add option to preview documentation/attachments
Please add an option to preview documentation/attachments without having to download them to assess if they are relevant. Current functionality requires the file to be downloaded, resulting in data security issues as documents may be downloaded &a...0 Reviewed: Voting Open
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Create an Add Stewardship Plan Step Form that looks similar to the Add Prospect Plan Step Form
At present, the forms used to add stewardship plan steps are all grid-based. Users as my organization much prefer the look of the 'Step Add Form 2', which is used to add steps to prospect plans. We would like to suggest that a new form be develope...0 Reviewed: Voting Open