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constituent merge
Allow a configurable item for Attributes to include: "exclude duplicate attributes"0 Reviewed: Voting Open
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workflow - allow users (developers) to deploy workflow to DEV and STAGING
WORKFLOW - allow users (developers) to deploy all parts of a workflow to DEV and STAGING environments.0
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Add the ability to carry contact reports through multiple plans to follow the life cycle of a gift
Say I open a qualification plan on Jane Donor. I meet with Jane and record my contact reports in the plan. I discern she is a major gift level donor so I close the qual plan and open a major giving plan. The gift comes in and revenue hits the syst...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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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... -
Allow only active relationships to appear in the Add Participant form drop-down on a Prospect Plan
Currently, the Add Plan Participant form shows all related constituents to the prospect, even when those relationships are end dated. Removal from this list would require deletion of the relationship, and there is no option to filter out any const...0 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... -
Extend relationship type configuration to control reciprocal type selection.
This will be useful, as it will prevent users from entering reciprocal relationship types that make absolutely no sense. I believe that the list of values that appear in the reciprocal type drop down should be limited to a pre-configured subset of...0 Reviewed: Voting Open
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Allow the option to have the checkbox deselected by default when adding a Primary email from the Contact Information tile on a constituent page
When adding a Primary email from the Contact Information tile on a constituent page for an individual who is part of a household, the "Copy email address to household and members" option is checked by default. There is no feature when in Page Desi...0 Reviewed: Voting Open