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Would like it if you could search for another constituent within a screen
Ex: If you are in the Revenue screen for a constituent, you should be able to call up a constituent search screen and automatically go to that same screen for another record.0
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Constituent Search: Duplicate returns
At present, the Constituent Search brings back duplicates for a constituent if their Maiden Name (which we use for Former Name) contains their Last Name/Surname: e.g. Layla Hamadi / Layla Hamadi Merricks comes back as two lines in constituent sear...0
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Add Smartfield Search
As of 2.94, smartclient can list all smartfields in a single page. That's not the case in webui, where it smartfield can be listed in several pages. Adding a search functionality would significantly be a time saving feature.0
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On the Results screen for the Constituent Search by Name or Lookup ID for the columns can you please add the Site ID as a column
add site ID as a column on the Results for the Constituent Search by Name or Lookup ID0
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allow 'add constituent' permissions to be removed from Prospect Quick Search
Right now the functionality for adding a constituent is built into the Prospect Quick Search page, however, we need to be able to lock down the 'add constituent' permissions to our Research Team without completely disabling Prospect Quick Search.0
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Constituent Search with Check Aliases option - results should show constituent name not alias names.
No description provided0
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in 3.0, make the fundraiser search box like the constituent search box
This would be so that you can search by Last, First in the first box0
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Add Degree to Constituent Search
Need to add Degree to constituent search screen. This allows us to easily tell "David Jones's" apart in our system when they receive different degrees.0
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Make it possible to copy text in fields without first having to click into them to make them active - e.g., alternative Lookup IDs
I often cross check against a separate database using an alternative Lookup ID to the one in DARS. Currently one has to click into the field... wait.... navigate to the second field and select the whole text...copy and then paste into the separat...1 Will not implement
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Make the show/hide advanced search option sticky
As Blackbaud is adding more sticky features I would like them to consider making the show/hide advanced search options sticky. The advanced search option fields and the result columns on the screen are already sticky.0