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4
Vote
Allow the application to successfully interpret Word quotation mark/apostrohe formatting.
When copy/pasting a constituent name from Word that has an apostrophe (e.g. O'Donnell) into a search field, the application does not interpret the Word formatting and returns no results. This can cause duplicate records to be created.
Created 21 Jan 18:40 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
4
Vote
Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual.
Created 07 Jan 16:31 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
1
Vote
Add an Invidiual from Batch Revenue Constituent Search screen -- title and suffix lookup lists are too narrow
The lookup list is so narrow that there is no way to see the full value without hovering the mouse over it. The lookup lists are fine on the Add an Individual form from the Constituents functional area.
Created 11 Dec 20:55 by Guest
Blackbaud CRM / Batch / Search
0
Will not implement
3
Vote
Select and Delete Multiple Address Records
Exact and effective duplicate address records exist within any large database. It would be useful for data entry staff to do direct entry cleanup of records more easily. Instead of clicking each address individually and deleting it, it would be qu...
Created 09 Dec 17:51 by Guest
Blackbaud CRM / Contact Information
0
Will not implement
2
Vote
allow override of defaults for particular pieces of information during merge process
In certain cases, the merge configuration used may not be appropriate for a particular pair of duplicate records -- but mostly so. In this case, it would be nice to be able to override some of the configuration settings for specific data so that i...
Created 09 Dec 00:40 by Guest
Blackbaud CRM / Duplicate Management
1
Will not implement
1
Vote
During merge, provide a mechanism to combine individuals into a household
During the duplicate detection process, it is possible we will identify individuals at the same address that appear to be duplicates. Would like to have a mechanism to instead add them to a household instead of merging, when it is determined they ...
Created 09 Dec 00:33 by Guest
Blackbaud CRM / Duplicate Management
0
Will not implement
2
Vote
Sponsorship opportunity search screen doesn't show the user-entered search criteria
When adding a new sponsorship and selecting to choose a specific opportunity a user can enter search criteria and click on the magnifying glass to expand the search. The previously entered criteria is applied to the search results but is not displ...
Created 08 Dec 05:09 by Deleted User
Blackbaud CRM / Search / Sponsorship
0
Will not implement
5
Vote
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.
Created 02 Nov 15:07 by Guest
Blackbaud CRM / Interactions
0
Will not implement
1
Vote
Query on Constituency equal to Relation Only
Add the ability to at least see the 'relation only' constituency in the output of query. The suggested workaround is to query on constituency that is blank.. We need to at least be able to differentiate someone with a real blank to someone who has...
Created 26 Oct 17:07 by Heather Johnson
Blackbaud CRM / Constituency / Query
0
Will not implement
5
Vote
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 ...
Created 24 Sep 23:59 by Guest
Blackbaud CRM / Constituents
1
Will not implement
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