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Split the primary salutation flag into "primary informal salutation" and "primary formal salutation
In the constituent name format area, create another primary salutation flag. The two flags should indicate the "Primary Formal Salutation" and "Primary Informal Salutation". Depending on the mailing or correspondence being created, you may want to...0 Reviewed: Voting Open
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Add Additional Solicitor Field to Interactions
Currently additional solicitors can only be added to contact reports/plan steps. We would like this field also available when entering an interaction outside a prospect plan (allows credit to be given to more than one fundraiser without filing dup...2 Reviewed: Voting Open
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Show which rows were changed in the History tool
The history tool is extremely useful to us; however, only if we are able to see which rows are changed. It does our Records team no good to see that a phone number was changed to primary if you don't know which phone number was changed from primar...0 Reviewed: Voting Open
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allow Actual Date to be editable in Constituent Interaction Global Change
The Constituent Interaction Global change does not allow the Actual Date to be changed. The Actual Date is defaulted to the creation date of the Global Change and grayed out. The Expected Date is editable, but the Actual Date is not. So, this glob...3 Reviewed: Voting Open
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allow users to globally delete constituent interactions
There currently is no global change that allows users to globally remove interactions from constituent records. We would like this functionality added to Blackbaud CRM.3 Reviewed: Voting Open
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Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?0 Reviewed: Voting Open
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Ability to create Default Sets for Interactions
Cient has requested the ability to create default sets of values for interactions, like they are able to do within RE. At present, we can default/hide fields when creating an Interaction Batch but it would be nice to have this ability with one-off...4 Reviewed: Voting Open
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BBECRM: additional fields on mail preference screen
The ability to select specific Addressee and specific Salutation for a Mail Preference0 Reviewed: Voting Open
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Add a way to move an Interaction from one constituent to a different one
If an Interaction was accidentally entered on to the wrong constituent record, it needs to be removed and re-added. It would be great if there was a method in place that would let us move an existing one to a different constituent record.3 Reviewed: Voting Open
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Add option to preview documentation/attachments
Please add an option to preview documentation/attachments without having to download them to assess if they are relevant. Current functionality requires the file to be downloaded, resulting in data security issues as documents may be downloaded &a...0 Reviewed: Voting Open