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Outlook integration
Provide integration with Microsoft Outlook for sending and recording of both emails and calendar Interactions. Need support for Outlook 2007 & 2010.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Contact Information
4
Reviewed: Voting Open
138
Vote
Add the ability to merge duplicate tributes
We have many duplicate tributes and need a way to merge them and move the revenue to the merged record. We will not want to lose the history that indicates whether the tribute acknowledge was notified of the tribute.
Created 29 Jun 13:24 by Patricia Salzillo
Blackbaud CRM / Duplicate Management / Tributes
3
Reviewed: Voting Open
22
Vote
Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect / Site Security
0
Reviewed: Voting Open
52
Vote
Link interactions to the associated prospect plan
During testing we found that when you file a contact report in the application from within a prospect plan, there’s no way to tell which prospect plan it was filed on when you view the report from the interactions screen. Blackbaud says they can’t...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect
1
Reviewed: Voting Open
4
Vote
Add constituent lookup-id/name joint search field to all constituent search forms in the system
On all constituent search firms, we would like to have the combined name/lookup-id field. Especially in the Enhanced Revenue Batch search so you can enter either piece of information. We would also like to add Consistency to all constituent sea...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
1
Reviewed: Voting Open
2
Vote
Add tribute search by look-up id
During batch entry, we'd like the ability to search for tributes (in the tribute search screen) by look-up id.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Batch / Search / Tributes
1
Reviewed: Voting Open
11
Vote
Constituent Search: Exclude inactive Code Tables
Values that have been marked inactive still show up in places like the Search Screen. We would like inactive values to not show.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
1
Reviewed: Voting Open
26
Vote
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...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
33
Vote
Constituent search: Make it Google-like
Our development officiers would like to see google-like search features in Constitutent search. They would like constituent search to begin locating constituents as they type and would like to have the 'did you mean' feature - that would help them...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
60
Vote
Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
5
Reviewed: Voting Open
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