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Augment Prospect Assignment Process to allow assigning ownership of Steps/Interactions
The Prospect Assignment Process removes the Owner setting of Steps and Interactions when we choose the 'Remove prospect assignments' option and reassigns them when we choose the 'Reassign prospect assignments' option. However, there is no analagou...0 Reviewed: Voting Open
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Change the hard code options on Funding Interests
We would like to utilize this field more for tracking prospect level of interest or inclination, but the hard coded choices turn off the fundraisers. Using terms like negative and positive are not reflective of the personal nature of relationship ...0 Reviewed: Voting Open
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Allow non-admin users to view query dependencies
No description provided0 Reviewed: Voting Open
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Post Multiple Batches
I noticed there is a 'Commit Multiple Batches' function in Blackbaud CRM. However, if I need to Post these batches to the GL (general ledger), there is no easy way of doing this. I need to adjust the query everytime to be able to select specific b...0 Reviewed: Voting Open
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when linking records records in a deposit there should be an option to include the Post Status and Post Date to filter revenue records
When linking revenue transactions, it would be good to have the Post Date as a filter option as records are posted based on the post dates in most cases. It would also be good to have the post status and/or if the revenue transaction has been adju...0 Reviewed: Voting Open
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Surfacing BB Internet Solutions Email ID in a marketing effort query
This will directly benefit any Power BI users, it will mean that you can easily have a central fact table when reporting on anything communications related. Currently you need to match the email names which often requires manual changes but with t...0 Reviewed: Voting Open
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add ability to add a documentation note to interactions for Fundraiser on the Go
This is available with Blackbaud CRM core and would be very handy to be able to do with Fundraiser on the Go as well.2 Reviewed: Voting Open
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Make drop-down boxes automatically resize to accommodate largest list item
We have a lot of long names (sites, awards, attributes) and the drop down box is far too small to accommodate them so you have to hover over the name and wait to make sure you have selected the correct one. If the drop down box could be made large...3 Reviewed: Voting Open
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Add option for recurring imports on default network directory import source
For sFTP server import source is an option for one-time and recurring imports. However, Network Directory is for “once” (or one-time) imports only. It would be useful to have recurring imports also available for Network Directory as well.3 Reviewed: Voting Open
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Add a "notes" functionality to research lists & my prospects & plans
This would be useful to anyone reviewing a research list for prospecting purposes. It would be great to have a space to add a note to self about certain individuals or reminders for the next visit, especially if the list is pulled via query on a c...