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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...4 Reviewed: Voting Open
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Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status5 Reviewed: Voting Open
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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...2 Reviewed: Voting Open
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Add Edit Responses button available for Event Invitations on Constituents' Communications tab
When on a constituent record's Communications tab > Communications sub-tab, my organization would like to have the Edit Responses action appear for Event Invitations. Currently, the Edit Responses button only appears for certain communication t...0
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Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ...1 Reviewed: Voting Open
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Add reason for Do not send mail to this address when adding a new address
When you add a new address to a constituent record, it allows you to pick the old address that the person moved/changed from. CRM automatically adds an end date and automatically checks "Do not send mail to this address" but it doesn't allow you t...2 Reviewed: Voting Open
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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'...1 Reviewed: Voting Open
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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...3 Reviewed: Voting Open
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Create a separate table for primary email and primary phone, similar to primary address
Address(Primary) being it's own table allows you to export that information in query outputs, but Email Addresses and Phone Numbers are all stored in one table, so if you want to export the primary email and/or primary phone without getting duplic...3 Reviewed: Voting Open
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Link interactions to the associated prospect plan
During testing we found that when you file a contact report in the application from within a prospect plan, there’s no way to tell which prospect plan it was filed on when you view the report from the interactions screen. Blackbaud says they can’t...1 Reviewed: Voting Open