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Vote
Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...
Created 15 Feb 15:16 by Guest
Blackbaud CRM / Constituents
0
Reviewed: Voting Open
14
Vote
Auto-populate add form when no search is found
When searching for a constituent, and no constituent is found, a user is directed to click 'Add'. It would be nice if the search fields that were populated were already populated on the add form.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
14
Vote
Add Tab in Edit Address window that allows users to select any or all members of a Household, Group or Organization to apply changes to.
Add a tab in the Edit Address window listing all members of a Household, Group or Organization giving the user the ability to select via a check box specific members or all members to apply the address change or new address to. In some circums...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Contact Information / Households
0
Reviewed: Voting Open
14
Vote
implement user defined constituencies permissions
At the moment permissions can only be set for system defined constituencies. Could this be extended to indvidual user defined constituencies (similar to attributes)?
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Education Information
0
Reviewed: Voting Open
8
Vote
Create a functionality that would remove deceased individuals from research lists if checked
Add a checkbox when creating a research list - "automatically remove deceased individuals? Y/N". This way if someone uploads a selection that contains deceased IDs in order to populate a research list, the deceased individuals won't be screened. A...
Created 11 Apr 19:31 by C O
Blackbaud CRM / Constituents
0
Reviewed: Voting Open
12
Vote
add functionality allowing the ability to import notes to interactions
My organization would like the functionality to import notes to interactions. Additionally, it is important that the import cause the 'Documentation attached' checkmark to appear on the Interactions summary page.
Created 07 Sep 18:33 by Guest
Blackbaud CRM / Interactions
0
Reviewed: Voting Open
12
Vote
Allow the constituency major giving prospect to be given in bulk without needing a prospect plan
My organization would like to assign the constituency of major giving prospect without having to add a prospect plan. That is possible on a constituent's record but the only way to accomplish this in bulk is the "Add prospect plans process", which...
Created 17 Aug 19:41 by Guest
Blackbaud CRM / Constituency / Prospect
0
Reviewed: Voting Open
12
Vote
Add Job Title to the Relationship Information
A number of our contactable constituents have multiple employment history records which it is important to keep. This includes a number records where the individuals have multiple current employment records. It is really important for us to be abl...
Created 12 Apr 08:41 by Richard Hale
Blackbaud CRM / Relationship Management
1
Reviewed: Voting Open
3
Vote
Add Merge process and/or merge configuration to the CONSTITUENTMERGEOPERATIONS table
Provide more details that caused the constituent merge. Most will be related to duplicate merges, but we have created a "merge two constituent" process for ad-hoc merges and it would be useful to identify the source merge process/configuration in ...
Created 10 May 18:23 by rob o'connell
Blackbaud CRM / Constituents
0
Reviewed: Voting Open
13
Vote
Be Able to Query Previous Members of a Group or Committee
There is no way to pull previous members of a group or committee when using Query because the marking of former member is only used from the Group side of the system. We have to be able to mail to former members of a group form the Constituent Mar...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Households / Query
0
Reviewed: Voting Open
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