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Allow fields to be added to Batch Export files (for uncommitted batches) or include information in Revenue Details like Recognition and Tribute information
My organization would like to add fields to the batch export files for uncommitted batches. Currently, when exporting a batch, the fields in the file match the fields in the batch's grid. However, we are looking to include recognition and tribute ...0 Reviewed: Voting Open
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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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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 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...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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allow the ability to edit the Interaction Status code table
There is often a need to track other statuses that are more granular than the options offered e.g. 'Called' and 'Not Called' following a telephone campaign.0 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... -
When using a communication preferences form users should have the option to review when a constituent selects to unsubscribe from a specific type of communication.
When a user selects to unsubscribe from a specific type of communication the corresponding solicit code is updated on their record in CRM. It would be helpful if our end users determine, either via query or, ideally from the BBIS message report, w...6 Reviewed: Voting Open
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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 administrators to unlock the read-only database OLTP and OLAP users
After a password rotation we have many instances where the OLTP account becomes locked because a report using the old credentials attempts to refresh. This is very frustrating because there is no way for us as admins to manually unlock the account...1 Reviewed: Voting Open