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Constituent Search screen: single match search option
Is there a way to get a record to open automatically? In RE 7 there is an option to do this for single match results so, for example, if you are searching by Constituent Lookup and there is only one match that record would simply open automaticall...0
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Would like it if you could search for another constituent within a screen
Ex: If you are in the Revenue screen for a constituent, you should be able to call up a constituent search screen and automatically go to that same screen for another record.0
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Constituent Search: Duplicate returns
At present, the Constituent Search brings back duplicates for a constituent if their Maiden Name (which we use for Former Name) contains their Last Name/Surname: e.g. Layla Hamadi / Layla Hamadi Merricks comes back as two lines in constituent sear...0
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Tailor view interactions - need ability to select a column to allow users to see beginning of comments field
In Raisers Edge you could change the columns to be able to view what you want to see - it would be great to see the beginning of the comments field in interactions so you can easily see what each interaction was - just being able to see summary is...0
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Making the Subcategory not required on an Interaction data form should actually make the Subcategory not required.
Editing an Interaction Add or Edit Form to have the Subcategory field not required, does not have any effect. If you use a Category, the Subcategory is required regardless of whether you have set the Field Characteristic INTERACTIONSUBCATEGORYID t...0 Reviewed: Voting Open
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Provide notification when an address update causes a Mail Preference to become invalid
No description provided0
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add the ability to add attributes to email and phone number records
No description provided0 Reviewed: Voting Open
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Add 'select all' option to Corporate Structure selections for Total Giving
We would like you to to add a “select all” checkbox to the corporate structure selections. The business need is that our Revenue, CFR, fundraisers, etc. currently have to select each box in the corporate structure if they want to see the total gi...0
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Please make the text on tabs that have data in them bold, highlighted or flagged like Raiser's Edge
Please make the text on tabs that have data in them bold, highlighted or flagged like Raiser's Edge0
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Allow users to edit household's marriage options AFTER household is created
In BB CRM 3.0 the Marriage Options screen appears after the user has elected to create a new household (of two spouses). Users would like the ability to edit the Marriage Options directly on the household record, without having to uncheck the 'thi...0