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allow user to configure which breakdown (fiscal or calendar) is used when calculating Loyal Donor constituency
In 2.91 we have the ability to configure the Loyal Donor constituency to populate on our records that have given for X plus consecutive years. However, this constituency is not being put on all the people we consider Loyal Donors, according to the...0
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Record Type should not be required
If I am importing a lookup ID, last name, and System record ID into a Constituent Update Batch, then it would be helpful if constituent type was not also required. Right now, if the value of constituent type does not match the defaulted value, the...0 Reviewed: Voting Open
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Allow address validation to add a new State during the validation process
Currently the process errors but it would bee preferable to have the option to add the State then and there0 Reviewed: Voting Open
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Make it easier to identify which addresses were added in a Constituent Update Batch
After creating a Constituent Update Batch import, looking at the addresses for any person on the batch will show all their pre-existing addresses. This makes it difficult to look them over and see which address is being newly added against the exi...1 Reviewed: Voting Open
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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 ...0 Reviewed: Voting Open
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Allow organizations to be merged using the Merge Organization functionality on the same date as the records are created.
Allow organizations to be merged using the Merge Organization functionality on the same date as the records are created. We are often managing org structures after the fact and updating the history of the organization retroactively, and this limit...0 Reviewed: Voting Open
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Allow constituencies to be 'active' but only added from the back end (via global change, etc.)
This is to reverse a product change that was made in 4.0 SP6. During CRM set-up, our Blackbaud consultant configured and marked certain constituencies as 'inactive' after we created the global change that would add them based on specific transacti...0
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ability to add start dates to new addresses and end dates to previous addresses
We would like to be able to add start dates to new addresses and end dates to previous addresses (both business and personal) when profile updates are taken through BBIS batch0 Reviewed: Voting Open
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allow users to query on head of household records
Currently there isn't an easy way to query on constituents that are the primary member of a household. The only way to do this is to create a selection of primary household members - from there you can add the selection to a query so that you're o...0
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allow us to search for an amount in transaction search
It would be nice to be able to search for an amount in the transaction search.0 Reviewed: Voting Open