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Recent
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7
Vote
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...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
10
Vote
Add 'previous search' function to searches
In Raiser's Edge there was a 'previous search' button to allow you to call up your last search. It would be useful to have similar functionality on searches in BBEC, and maybe even extend it to allow you to call up older searches (say, your last 1...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
1
26
Vote
Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
33
Vote
Constituent search: Make it Google-like
Our development officiers would like to see google-like search features in Constitutent search. They would like constituent search to begin locating constituents as they type and would like to have the 'did you mean' feature - that would help them...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
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
1
Vote
Populate biographical fields from search menu when adding new constituents
If you search and then click add a new constituent record, the information you searched for does not carry over to the create a new individual screen.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Constituents / Search
0
Will not implement
4
Vote
Ability to search via Volunteer Types
It has been identified by users of the Volunteer module at Oxford that there should ideally be a way for searching on a Volunteer Type within the Volunteer Search form. As it stands, you can only search by a Volunteer name for example Joe Blog...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Will not implement
30
Vote
Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Will not implement
0
Vote
Transaction search should honour site security
Done with web.config entry - but should it now be an admin task per database!
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Revenue / Search / Security
0
Will not implement
0
Vote
Constituent Search must be site aware
Done with web.config entry - but should it now be an admin task per database!
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search / Security
0
Will not implement
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