Make Proposals a record like gifts that can be exported and queried on individually.

Sometimes you need to export just specific proposals or run reports on specific proposals. Currently, when you export proposals, you have to export all proposals related to a constituent.

  • Guest
  • May 18 2012
  • Reviewed: Voting Open
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  • Guest commented
    May 10, 2022 18:22

    Would absolutely be helpful. Also to create query and export types for proposals, and be able to query on the proposal's System Record ID.

  • Rachel Kulsdom commented
    February 23, 2022 20:34

    I have assigned canvassers on hundreds of proposals that it is impossible to get rid of globally, even with Import/Export and Import IDs, you can add new canvassers, but can't delete, overwrite. Proposals need to be a record type

  • Maryann Perrotta commented
    December 06, 2021 18:26

    I just posted a new request for this. There are many ideas out there with the content, just not merged into this one. Maybe if Blackbaud could merge all the requests together they would find there in a HUGE need for it.

  • Julie Hiland commented
    August 30, 2021 12:58

    When we are looking at an export of prospects in Excel, we have several columns that we need to see (that we CANNOT get in web-view), including things like: Total to XYZ Funds Last Year, total to XYZ Funds This Year, Total to JKL Appeal Last Year, Total to JKL Appeal This Year, Prospect Status, Last Action with ABC Action Type, and (here it is...) Proposals with an XYX Proposal Status/ XYZ Ask Amount/ XYZ Solicitor/ XYZ Any Other Field On That Proposal "Record".

  • Waileia Mineshima-Eldredge commented
    August 27, 2021 23:57

    Game changer for sure. This would be great for external reporting as well.

  • Devan Caton commented
    August 27, 2021 20:45

    Yes! Please, please, PLEASE!!! Please also consider developing the ability to do global adds/changes/deletes on these, imports of new ones, import IDs so you can change existing ones, etc.

  • Admin
    David Springer commented
    August 27, 2021 20:40

    Changing the status of this idea to Voting Open because it's been reviewed. While not currently planned, this will remain open for voting and future consideration as a change.

  • Ben Rymer commented
    January 10, 2020 11:52

    This is much needed. When will it happen?

  • Julie Hiland commented
    October 29, 2019 12:20

    Seven years and 200 votes. Where is the solution? This comes up as an issue in our office WEEKLY.

  • Susan Aronstam commented
    August 29, 2019 17:54

    Sounds like it is a flaw in the RE system that there isn’t:

    1. A proposal query/export type
    2. Proposal import id in the constituent query
    3. A way to filter proposals on date/solicitor other criteria within a Constituent Export
  • James Salomons commented
    December 11, 2017 15:47

    Amazed RE doesn't have this ability still. Very much needed and a huge time saver out there for Fundraisers who track their proposals and need to report on them regularly.

    Related to: https://re7.ideas.aha.io/ideas/RE7-I-4025 https://re7.ideas.aha.io/ideas/RE7-I-201 https://re7.ideas.aha.io/ideas/RE7-I-663

  • Guest commented
    August 17, 2017 15:31

    Also see here https://community.blackbaud.com/reviews/item/7/1649 for further discussion.

    I've just realised that Pivot Reports contain duplicates as the ''proposal query' contains duplicates...Has anyone heard anything on this?

     

    thanks 

  • Guest commented
    May 31, 2017 07:58

    Blackbaud any updates? There are a number of other ideas submitted for the same thing.

  • Julie Hiland commented
    November 08, 2016 19:58

    Blackbaud, can you provide us with a status update on this idea/request/need please? Many are desperate for this functionality.

  • Guest commented
    June 17, 2016 12:40

    Such a blindspot! All BB has to do is add the "active/inactive" flag to export. Query already has it. Not that hard

  • Lisa Stout commented
    April 11, 2016 17:18

    I have people wanting proposal information ALL THE TIME! It is frustrating when yet again, I have to say, that is not available yet!!!

  • Guest commented
    March 17, 2016 22:41

    Actually you can filter on proposal purpose. Which is ridiculous. Please allow us to filter on other fields like inactive, expected date, status, etc.

  • Guest commented
    March 17, 2016 22:41

    I also want an auto-generated Proposal ID (like Constituents and Gifts have). Helps when the boss changes the name of a proposal and I can't find it anymore.

    Also would like Cpgn/Fund/Appeal fields to operate on both ID and Desc as they do in Gifts, etc.

  • Guest commented
    March 17, 2016 22:41

    It is necessary for our prospect reporting to be able to export proposals based on status or campaign. Purpose is not a good field to filter on, and that does not work for us.

  • Guest commented
    March 17, 2016 22:41

    I am working with multi-year proposals and I need to get the amount funded per FY. This is not reflected in the record but in an export I would like to be able to see all of the linked gifts so that I can add up the ones that fall into each fiscal year.

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