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Allow "title" and "suffix" to be globally assigned
Expand the global changes that are available. Using a selection and choosing a value in the global change, the assignment of a number of contact and biographical fields should be permittable. Examples include title, suffix, gender, State, etc1 Reviewed: Voting Open
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Improve the dedupe process
The Dedupe process does not check if there more than 3 duplicate records. Also while merging it should allow users to choose which fields if there is a conflict.0
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Address Standardization
When you run a global change (or when you are setting the original configuration) for Address Standardization, it would be helpful if: 1. Correct capitalization in name and address were separated into two options 2. Allow users to add values to th...0 Reviewed: Voting Open
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Deselect individual sites when the top level is selected in role assigments
When assigning roles to a user, if an administrator wants to add all sites bar 1 and click on the top level of the tree they are unable to deselect any of the sites below it. We would expect to be able to click on the top level for the colleges an...0
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Allow other roles to access Page Designer
It would be very useful for roles other than System Admin would be able to use Page Designer. System Admin is such a big role and as you know, allows you to do basically anything and everything in the system. Having so many people as system admin ...1 Reviewed: Voting Open
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Application User Display Name
We need a way to update the Application User Display name through the CRM application. With 4.0, this name is used in the Welcome message at the top right of the screen and users don't like it doesn't reflect their correct name (especially in the ...2 Reviewed: Voting Open
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Allow Administrators to Change Field Labels
In multiple other Blackbaud products (e.g. Raiser's Edge) clients have the ability to rename field labels without altering the underlying data schema. For example, the designation fields includes VSE fields that only apply to higher education. Whi...0
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Globally make site a required field
This would allow each area that uses 'Site' to become a required field. This would be a change that updates each Site field throughout CRM and not needed to be done individually or by a database/technology consultant. Organizations who may have 2 ...0 Reviewed: Voting Open
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Lack of site security in certain areas - ie. drop downs
Federated and chapter organizations rely heavily on site security to conduct business. This allows multiple sites to operate within the same system, while creating barriers between sites, when and if needed through a security plan. While the ent... -
Create global change categories to add/delete sites on to features.
Clients often need to add or change sites on features separately from the sites on constituent records. This is most critically needed on interactions, communications, prospect plans, and planned gifts. Many clients decide to implement some form o...2 Reviewed: Voting Open