I would like to see more field options when pulling Tasks. I really need to have ID as a standard and description. The task title is always cut off when I pull from Console area. If I have ID, I could upload in the list feature and add the fields ...

BBFPM notifies gift officers if someone files a Contact Report on an entity to whom they are assigned. It should also enable the assigned gift officer to receive a notification when someone creates a Proposal for one of their assigned entities.

It would be helpful to receive a system notification when contact reports, tasks, and proposals are missing Entity IDs due to entity record merging that occurs in the source system. This can cause confusion and the perception of lost data for user...

I would like to recommend adding a date range to the date field in Activities Management filter for activities that fall in a specific date range. I know there are many options such as FYTD, Last Month, Current Month, etc. but I feel a way to add ...

It would be great to have the Expected Date and Expected Amount fields to be required once a proposal has been submitted. These fields are crucial for us in order to do accurate forecasting. Thanks!

we are collecting gender designation and preferred pronouns in our CRM. Would love to be able to display them on the relationship profile

Instead of having to individually RSVP people for an event, create a way to do a mass upload with the RSVP information (similar to how we currently upload agents/assignments).

It seems a waste of time to me to have to process activity sent to "contactreport@performancemanagement.blackbaud.com" in order to indicate it was an email sent and its purpose. Can there be a few iterations of the contactreport email address that...