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add Wealth and Ratings and SSN to the merge configuration
We have identified a number of inactive records that are appearing in mailing and solicitation files because they have Wealth & Ratings data. This made us curious why this information would not move to the target record during a constituent me...1 Reviewed: Voting Open
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Update the gender per Title Code Defaults when editing an existing constituent's title
To clarify, please follow these steps: 1. Select add an individual from the constituent functional area2. Enter a last name and click save3. Select the personal info tab and click edit4. Title = Mr. Note the gender switches to male5. Title = Mrs. ...0 Reviewed: Voting Open
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Store the highest ranking (lowest sequence) constituency, as well as the vseconstituency, on each transaction row.
Most universities have to (or want to) report on giving by primary constituency and VSE "bucket". Because these values are not stamped on the transactions, we have to write code to determine what the primary constituency or vse constituency was fo...0
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Ability to uncheck "update household phone" per batch
When importing records into a batch the Update household phone is automatically checked. Currently, BBCRM does not have the ability to uncheck this option for phones and emails beyond manual adjustment. For example; a phone number was given an end...0 Reviewed: Voting Open
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Add a Group Member search list or group member search criteria to an existing search list
My organization would like for the existing constituent search list(s) to have functionality allowing users to search for a group record (using name, lookup ID, contact info, etc.) and the search list results are just members of that group. As an ...0 Reviewed: Voting Open
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Allow duplicate search to ignore spaces in Phone Numbers
The duplicate search recognises spaces in phone formatting and thus does not identify identical numbers, even with a space, as a duplicate. More duplicate records would be found if this was removed.0 Reviewed: Voting Open
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allow users to globally delete constituent interactions
There currently is no global change that allows users to globally remove interactions from constituent records. We would like this functionality added to Blackbaud CRM. -
Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...0 Reviewed: Voting Open
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create a separate field for company name in business address
When address type is business, it would be nice to have a separate field to enter company name. This would be helpful for mail merges and reports.0 Reviewed: Voting Open
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Allow constituents with posted revenue to be deleted after the revenue is moved to a different constituent
Per KB 96087, if the revenue associated with a constituent was posted, then the revenue was changed to a different constituent, the original constituent still cannot be deleted due to the error, "This constituent has associated revenue and therefo...