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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.1 Reviewed: Voting Open
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Add Reason field on Education Status when status is incomplete
In 2.9 the status of incomplete now removes the student constituency which is great. However, the REASON field only exists if the status = unknown and a REASON field should also exist if the status = incomplete.0 Reviewed: Voting Open
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have an export field for international address formats as they should be printed
A single address field made available based on the address formats set up in Administration, Countries and States, Address Formats, in Query, Export, Mail Merges. This would allow a single template for mailings rather than one for each differently...0 Reviewed: Voting Open
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Automatically update the "Related Address" Field when changing an address for an business.
When you update an address for an "Organization" record type account, automatically update the "Related Address" field on the "Organization Donor Proxy" record type contact.1 Already exists
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Tie a salutation to a constituent (fundraiser)
I need a way to tie the salutation on the Names tab to a constituent (fundraiser). We need to be able to pull the salutation for a purpose into a Marketing effort and for acknowledgements. A file may contain multiple purposes so will need to pull ...0
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Allow users to search group and household members separately
When you are in a constituent search and choose "advance search options" it would be helpful if we could search household OR groups (not together).2 Reviewed: Voting Open
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Allow users to export a CSV from the batch area
It would be great if you can set up batch template and then have the ability to export the fields to a CSV. This would provide the user with a import template. -
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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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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Add the ability to move an 'Employment History' record from one relationship to another.
This would massively assist in the cleaning up of duplicate records (particularly Org records) as you cannot have duplicate relationships. Being able to move the job to a different relationship would make this very much easier.0 Reviewed: Voting Open