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If/Then/Else Logic for Name Format Options
It would be extremely helpful to allow if-then-else logic to structure names. For example, consider two constituents: Nickname: Jessie First Name: Jessica Last Name: Jones Nickname: [NULL] First Name: Robert Last Name: Sullivan make a name tha...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Name formats
4
Reviewed: Voting Open
84
Vote
Allow users to select fields to be included in profile update batch
The current Profile update batch template in CRM for BBIS transactions falls short of expectations. The Profile update batch template should receive the same treatment that the OLD donation batch template receives when it was upgraded to Enhanced ...
Created 29 Jun 13:20 by Guest
BBIS / BBIS / Personal Biographical
8
Reviewed: Voting Open
79
Vote
Allow the ability to change deceased confirmation codes
Currently, deceased confirmation codes are hard-coded within CRM. Users would like the ability to change those.
Created 03 Aug 14:01 by Guest
Blackbaud CRM / Personal Biographical
4
Reviewed: Voting Open
73
Vote
Allow Group and Committee Members to have a start date in the future
Our organization would like the ability to add members to a committee or group with a start date in the future to reflect, for example, a newly appointed/elected board member who is set to start next month. The ability to add the individual to the...
Created 28 Jun 21:14 by Guest
Blackbaud CRM / Groups
5
Reviewed: Voting Open
65
Vote
Build in validation of zip, city & state when new address is added
It would be nice if BBEC could validate newly added / edited address, and display a warning message / error, if the combination of zip / city / state doesn't match combinations saved in the "ZIPCITYSTATE" table.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
0
Reviewed: Voting Open
60
Vote
Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they...
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Interactions
4
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
60
Vote
If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Personal Biographical
2
Reviewed: Voting Open
55
Vote
Adding an end date updates the shared business address
When we put an end date on someone's relationship, the contact information that relates to that business stays on their record. For example, when you pull the relationship over, the business address usually autopopulates as one of the constituent'...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
1
Reviewed: Voting Open
54
Vote
Allow multiple contact types on a relationship record
In many companies, one person would have multiple contact types. Using a primary doesn't really meet the need either. In large companies we would have a primary, often the funding contact. But then that person might also be a contact for the bowli...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Relationship Management
3
Reviewed: Voting Open
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