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globally add staff constituency
Currently, it is only possible to globally add user-defined constituencies to records. Some system-defined constituencies, like Donor or Major Giving Prospect, have criteria that allow them to be automatically added to the appropriate records, but...0 Reviewed: Voting Open
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allow user to configure which breakdown (fiscal or calendar) is used when calculating Loyal Donor constituency
In 2.91 we have the ability to configure the Loyal Donor constituency to populate on our records that have given for X plus consecutive years. However, this constituency is not being put on all the people we consider Loyal Donors, according to the...0
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Allow constituencies to be 'active' but only added from the back end (via global change, etc.)
This is to reverse a product change that was made in 4.0 SP6. During CRM set-up, our Blackbaud consultant configured and marked certain constituencies as 'inactive' after we created the global change that would add them based on specific transacti...0
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Change Donor Constituency Criteria depending on Constituent type
We would like the ability to change the Donor Constituency Criteria depending on the Constituent type - Org vs. Individual. We view Org giving differently than Individual giving when it comes to Major & Loyal donors. -
Allow us to update only the end date on a global change for a non-user defined constituency
We need to be able to update records with the same end date even though they may have different start dates.0
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Automatically remove Donor Constituency when pledge is written off in full
The Donor Constituency is automatically assigned to Constituents when a pledge is added. However if the pledge is written off in full (and there is no other revenue recorded on the Constituent's record) the Donor Constituency remains on the record...1
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Show Donor Constituency on all members of Corporate Structure
We need to see the Donor Constituency (Major, Loyal or Donor) for any of the members of the Corporate Structure no matter which org you are on. For example, we would want to know that Company A is a Major donor even if their ultimate parent of Int... -
allow constituents without the staff constituency to be event coordinators
Temporary staff do not receive the STAFF constituency, so cannot be Event Coordinators. We have Temporary staff in a specific department who need to be coordinators. Currently there is no way to handle this.2
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Planned Giver constituency whereby it is only automatically added to records
There is a defect with the Planned Giver constituency whereby it is only automatically added to records when at least one designation has been added against a Planned Gift and not at the point that the Planned Gift is created. In a majority of cas...1 Reviewed: Voting Open
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Allow End Dates on Grantor constituency to be manually edited
We would like to be able to manually edit the end date on a Grantor constituency. The constituency is auto-populated on the organization when we add a Grantor and we would like it to operate similiarly to Major Giving Prospect, although it is a sy...