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Vote
Improve the performance of the "Business (Primary)" and "Prospect" query nodes
These query nodes can take up to 20 - 30 seconds to load and then the fields can take another 10 - 20 seconds to appear after that (for System Administrators as well as other roles). This slowness can cause loss of use entirely of these nodes for ...
Created 14 Mar 12:15 by Sarah White
Blackbaud CRM / Query
0
Reviewed: Voting Open
3
Vote
Making the schedule/payment plan field available to export for merged Acknowledgement Letters
Currently, when exporting data for merge fields in our Acknowledgement Letters, whether it is a pledge or a recurring gift header, we use a combination of pledge/gift amount, frequency and first installment date. This is adequate for most gifts bu...
Created 04 Nov 11:00 by Stephen Bennett
Blackbaud CRM / Revenue
0
Reviewed: Voting Open
1
Vote
Allow change to original Transaction Currency on a Pledge
We actually receive a notable number of Pledges each year, where we need to change the currency on the overall pledge, not just on particular payments. Adding this functionality would save a lot of work for our Gift Processing team. Screenshot (wi...
Created 13 Mar 21:32 by Scott Zimmer
Blackbaud CRM / Pledge
1
Reviewed: Voting Open
7
Vote
Increase Filtering Critera Options for Data Lists
I would like to be able to use "Contains" and "One Of" as filtering criteria for Data List text fields as I do now for Ad Hoc Queries. We share queries with other members of the organization by making Pages containing Data Lists. The extremely lim...
Created 25 Jan 14:37 by Lori Thompson
Blackbaud CRM / Query
3
Reviewed: Voting Open
5
Vote
Add a global change, or other bulk method, to end date prospect plan managers even on historical plans
My organization would like a way to add end dates to primary managers on historical prospect plans. We have several thousand historical prospect plans without end dates for the prospect management team (Primary manager, secondary manager). To get ...
Created 30 May 17:05 by Guest
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
1
Vote
Allow Data Forms sections to allow scrolling.
When placed on a page currently Data Forms do not allow horizontal scrolling when a browser window is smaller than the page section. Other sections within CRM do allow individual scrolling.
Created 08 Mar 14:02 by Guest
Blackbaud CRM / Administration
0
Reviewed: Voting Open
7
Vote
Add the ability to “Suppress Duplicates before COUNT”
Add the ability to “Suppress Duplicates before COUNT” or “Suppress Duplicates before COUNT, SUM, & arithmetic functions”. In Query, when the user clicks to suppress duplicates, the results are as expected when not including a COUNT() in t...
Created 08 Jan 20:00 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
2
Vote
Add Integer type that allows decimals in Attribute Categories
Currently, when using the Numeric Data Type in Attribute Categories it does not appear to have the ability to use a decimal, and instead returns an error. The closest thing seems to be Currency but that doesn't seem to be a good choice for a non-m...
Created 17 Dec 13:54 by Guest
Blackbaud CRM / Attributes
0
Reviewed: Voting Open
5
Vote
Add the ability to update opportunities in Fundraiser on the Go (FROG)
This would allow fundraisers to update their opportunities while traveling using FROG.
Created 03 May 19:50 by Crystal Klase
Blackbaud CRM / Mobile
0
Reviewed: Voting Open
4
Vote
be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?
Created 18 Jul 15:02 by Ineke Clewer
Blackbaud CRM / Query
1
Reviewed: Voting Open
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