-
Make the show/hide advanced search option sticky
As Blackbaud is adding more sticky features I would like them to consider making the show/hide advanced search options sticky. The advanced search option fields and the result columns on the screen are already sticky.0
-
Allow Security Roles to control what interactions are visible/hidden
We would like to be able to hide some Interactions from some users, but allow them for others. Eg: for Confidential/Private reasons. Could the Code Table for Interaction/Category be linked as in the "Major Giving Interactions:" so that we can cont...0 Reviewed: Voting Open
-
allow for adding or inactivating statuses on Interaction records
We would like inactivate one the status codes for interactions, but these values are hard-wired.0 Will not implement
-
Add Website to 'Organization Information' tile on Constituent View v4.0
Allow Website to be on the 'Organization Information' tile on the constituent screen. In v3.0 it was an easy link on top. In v4.0 the tile would be better if the tile could be changed by the user to have needed info showing, and not needed info hi...1 Will not implement
-
Make revenue transaction search 'Advanced search options' sticky
No description provided1 Reviewed: Voting Open
-
Change the "maiden name" field title to "birth name"; delete "maiden name" from alias types
The term "maiden name" is archaic and gender specific; "birth name" is clearer and can be used for any person. The term "maiden name" can be deleted from the list of alias types; "birth name" is already an option there.0 Reviewed: Voting Open
-
Start date for phone numbers to auto populate
When creating a new constituent, the start date is not automatically added to the phone number (like it does for addresses), so when going into the record for the first time, a notification pops up to say there is no start date. Would it be possib...0 Reviewed: Voting Open
-
BBECRM: Interaction from a prospect plan are limited in how they can be secured
Interactions from a prospect plan should be the same as standard interactions not limited as they are now.0
-
That Membership Program is added to Member Search
In the member search I would like to see the option to filter results by Membership programme. this is so that you can return all members of a selected programme rather than all members of all programmes.0
-
Marketing efforts should follow constituent channel specific mail preferences when an address processing option is not used
CRM users have the ability to define communication preferences on constituent records. These settings should govern how constituents are included in mail processes. User may notice constituents are pulled into general correspondence processes when...0