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Add Constituent's "Home" phone to Spouse record
When updating Spouse information through a BBIS Profile Update Batch, we would like to be able to add the Constituent's "Home" phone to the Spouse record in CRM0
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Allow users to query on constituents with an address (seasonal or not) in a location (city/ZIP code) on a specific date or range of dates
When fundraisers travel or we plan events, we need the ability to generate a list of all constituents who will be in the surrounding area on that date or range of dates. We need to be able to query to see which constituents have a valid address du...0
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In NXT and DB View, add the functionality of a search feature for non-constituents, instead, of having to run a Relationship Query to find the constituent record where the non-constituent record is linked.
At this time the only way to find them outside of records would be in query within database view. Having to run a query is a tedious way to search for an individual who's company you may not know, especially when you are in NXT and then have to go...0
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add an automatic trim of leading and trailing spaces to the address postcode (zip code, postal code) field
We have noticed that when entering (or loading) values into the address postcode field, the system does not trim leading or trailing spaces, leading to anomalies when trying to analyse and sort address data. This non-trimming of spaces on postcode...0
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Make data tune up also available for Non US customers
Blackbaud is delivering a subscription service for address validation. But that service is relevant for US customers only. The functionality could be very helpful to other customers as well. I would like to suggest that it would be possible to imp...0
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link the email address on the application user to the email address on the email prefererences tab of the application user
Currently the email address for an application user and the email address on the email preferences tab of the application user are two different records. We would like these to be linked so that redundant data doesn't exist and so it doesn't have ...0
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Choose full name or abbreviation in state/county on address add
We need the ability to choose either state abbreviations or county full names in our address add form. We are looking at bring our UK office on next year and they NEVER use the county abbreviations in their addresses.0
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Delete email address
If you want to delete an address or email address on a constituent record and choose the "EDIT" option in the summary area (next to the constituent profile picture) you cann't delete it. The system required you enter information into this field. I...0
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Administer articles in archive
A BBIS Administrator should be able to move an article to the archive, that can also be searched.0
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Address formats are not site selectable
Address processing options can have duplicate names if they have different security sites. This would allow you to implement a "default" address format for each specific site.0 Will not implement