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Proposal Export should be based on other data points than just "Purpose"
It appears this suggestion has been put in the idea bank many times in different ways. Blackbaud should merge them all together and get it done. It is long over due. You can only base your export on one field "Purpose" and not remove inactive prop...2
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Be able to search for first names in alias search off the alias box in a constituent record.
Be able to search for first names in alias search off the alias box in a constituent record.20 Reviewed: Voting Open
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Query and Export fields for gift adjustments: previous amount, previous funds, entered by, reason
when you use the adjusted report, you get many of the fields you need to see. however, those fields do not export. it would be nice to be able to query and export previous amounts and previous funds.2
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Allow emails generated outside of RE to easily be added to a constituent record.
When responding to an email received from a constituent, I have to copy and paste that email into an action. If I want my reply recorded in RE, I have to generate the message from RE. If I do that, it limits my ability to see any other data on the...2
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Database Export configuration adaptability
It would be helpful on exports, if i could configure how i wanted data to be exported. i.e. with names, i can export First, Middle, Surname, and Name however it would be helpful if i wanted to export First and Middle names followed by Surname to s...0
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Report by Units in Events
Event managers need to learn how many of each unit in an event is selling. For example: How many raffle tickets, sponsors at a particular level, entries, or advertisements have been sold for a particular event? There should be a single event repor...4
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Sub-folders for Queries & Exports
It would be very helpful to be able to have a folder hierarchy/sub-folders in the Query and Export areas. This would make it much more organized and make queries/exports easily accessible.5
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Installment Balance as an option within Query criteria
I know this has been asked for but Developers have not come through on it. Can we get this as an option? The last request dates back to 2014. How hard is that to add to the list? You have recently added other options and I cannot seem to understan...1
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Add ability to query/report on gifts by last x days/months/years
I thought this idea already existed but can not find it so I am creating. I do not always just want this month or last month - sometimes I want the last 30 days or the last 14 days ot the last 3 weeks or months. This would expecially be helpful f...4
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Ability to export specific proposals based on status, date asked, date funded, etc.
Ability to export specific proposals based on status, date asked, date funded, etc. Some constituents have multiple proposals for same campaign and I would like to be able to export specific proposals based on status.4