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In addition to street address also check email field to avoid duplicate creation
When you add a new record, a box will pop up if the address matches an existing record and ask if they are the same so you can avoid creating a duplicate record. I'd like the email field to also be searched when adding a new record, so if the emai...
Created 13 Nov 19:25 by C O
Blackbaud CRM / Constituents
0
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
61
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
1
Vote
Add parent and primary labels to Organization tile
Users need to see this information immediately on the organization tile, and without needing to dig for the information elsewhere. This is primary information about an organization and should not be buried under tabs. It would be nice if the paren...
Created 06 Sep 20:29 by Guest
Blackbaud CRM / Organizations
0
Reviewed: Voting Open
40
Vote
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 ...
Created 26 Oct 19:52 by Allen Roth
Blackbaud CRM / Personal Biographical
1
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
32
Vote
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...
Created 10 Sep 18:25 by Linda Arocho
Blackbaud CRM / Constituents
2
Reviewed: Voting Open
25
Vote
Add 'Virtual Meeting' as a Contact Method for Interactions & Plan Steps
‘Virtual Meetings’ are the new-norm for most of the fundraisers and they are distinct from 'Phone' or 'Email' as they are more personal (but also different from 'In Person'. It would be valuable to be able to distinguish these types of meetings.
Created 10 Sep 18:26 by Guest
Blackbaud CRM / Interactions
0
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
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