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Include Conditional Pledge functionality
RM should allow for a "conditional" pledge where the revenue is not booked nor recognized per GAAP, however, it can be entered and identified so it has visibility for donors, as well as actual payments can be matched to a conditional pledge (where...0 Reviewed: Voting Open
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Turn mouse click lock on for the sort keys in export definition.
This would save thousands of clicks in the export definition sorting, which is a pain point with Blackbaud CRM, as drag and drop isn't a current functionality. Enabling click lock compatibility with the up and down sort buttons would greatly reduc...0 Reviewed: Voting Open
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It would be nice to have a survey batch template.
It would be nice to be able to import website survey results en masse, like with a batch.0 Reviewed: Voting Open
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Feature Permission to Secure Adding Smart Query Instances
We need a way to secure smart queries from being added from the smart query definition. There are only 2 people in our organization that has the knowledge and ability to add a smart query via an ad-hoc to create the definition, but without this se...0
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Allow System Admin access to delete smart fields that are no longer needed (or accurately pullin data)
There are known smart fields we have that are pulling incorrect data. We cannot delete them nor can be re-name them.0
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Recognition credit added to a pledge should get carried forward to pledge payments.
Recognition credits for a pledge based on the global setting or on the configuration on the constituent record carry forward to the pledge payments. However if the recognition credit is set on the pledge record, it does not carry forward to subseq... -
Add Start Date and End Date Fields for the Interest Values on the Personal Info Tab
Donors and prospects frequently express their institution-related Interests to our staff and subsequently get invited to events and/or receive mailings around those topics. Often times these interests change over a period of time. Currently in CRM...2 Reviewed: Voting Open
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Add between field filter option for Date fields in Data lists
When creating a data list and setting up filter field options, it would be great to have a between option for date fields, so users could select a from and to date to filter the data returned in the list. Currently we have to add 2 dates - but get...0 Reviewed: Voting Open
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Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th... -
ListBuilder: Increase size of +Columns selection box
The box that appears when selecting "+Columns" in Research Lists (and potentially any other listbuilder data list) is too narrow. This inhibits the user from readily identifying which columns are available for selection. One can scroll horizontall...0 Reviewed: Voting Open