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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
4
Vote
Constituent's Membership ID displays next to Membership name in a Membership Search.
In Smart Client, when doing a Membership Search, the resultant page displays the constituent’s Membership ID next to the name of the Membership, which can be misleading.
Created 29 Jun 13:25 by Don Willard
Blackbaud CRM / Memberships / Search
0
Will not implement
4
Vote
Ability to search via Volunteer Types
It has been identified by users of the Volunteer module at Oxford that there should ideally be a way for searching on a Volunteer Type within the Volunteer Search form. As it stands, you can only search by a Volunteer name for example Joe Blog...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Will not implement
3
Vote
Make it possible to copy text in fields without first having to click into them to make them active - e.g., alternative Lookup IDs
I often cross check against a separate database using an alternative Lookup ID to the one in DARS. Currently one has to click into the field... wait.... navigate to the second field and select the whole text...copy and then paste into the separa...
Created 17 Dec 11:31 by Ruth Shaw
Blackbaud CRM / Search
1
Will not implement
3
Vote
Only allow staff or volunteers to be owners of interactions
At the moment when you wish to 'assign' an interaction to another staff member you can just fill in their name and it will show up in their pending activity. When this person has a generic name such as John Smith, you're likely to find a dozen of ...
Created 21 Sep 06:02 by Alex Lambermont
Blackbaud CRM / Interactions
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
3
Vote
Insert a start date for new addresses being created from Address Finder
Currently, new addresses that are being created from the Address Finder process do not have a start date. These addresses only have a create date. We would like to either be able to choose a date that is used for a start date or have the "create d...
Created 06 Jul 11:12 by Cassidy Eaton
Blackbaud CRM / Contact Information
0
Will not implement
2
Vote
Ability to Copy Name Formats form a Constituent Record
In order to use the name formats in a one-off scenario on an individual constituent record, a user must export the name formats to excel or type them in manually to the document. It would be beneficial to have the ability to copy the name format...
Created 26 Apr 19:44 by Stephanie Krebs
Blackbaud CRM / Name formats
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
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
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