Our development officers have been requesting this in order to ensure the proposal they are creating is assigned to the correct campaign. If it's a required field you cannot save and close the record without adding this information. It forces them...

It would be incredible useful for people to be able to choose the NAME of an add/sal instead of just randomly scrolling through a list. If we could name it Trustee or Alumni with Spouse or Employee, Formal Invitation, etc. it would make life easie...

Using the ellipsis from the the Home page when selecting a specific action allows you to Edit an Action BUT there is no option to change a Custom Field. You have to actually open the Action and click "View Record" to get the option to edit the Cus...

Blackbaud Knowledgebase advises storing wealth rating data under Prospect-Ratings. However, the only place to store dollar amounts when adding a new rating is under description. Description is a text field, and, therefore, you cannot query using o...

Hi, it would be wonderful if Blackbaud could simplify the action of when a solicitor leaves an organization, we can simply replace all the open tasks and current assignments and transfer it to the new person once they are created. Currently, while...

In our database, this data is the most commonly omitted from records, causing exports to be incorrect. Without add/sals, just first and last name are exported, which is not how we address mail.

Customers need to be able to add columns beyond what is "built in." In this case, I have a much-loved doctor who has worked for a long time at our hospital. Over the years he has been honored for work anniversaries, his birthday, and now his retir...

Currently it is an extra step for us to move the most recent to the top

I'd like the ability to group actions like how we can do with events. It would be nice to be able to have the type act as a subcategory and be able to group actions that are related to our capital campaign, or employee campaign from this year vs. ...