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Increase the character limit for organization names. Or allow publication listing addressees for organizations.
Some funds and trusts have very long proper names they want used on published materials, while having a nickname or shorter name staff use to look up the account. There is currently a character limit for organization names that has affected our pu...0 Reviewed: Voting Open
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If/Then/Else Logic for Name Format Options
It would be extremely helpful to allow if-then-else logic to structure names. For example, consider two constituents: Nickname: Jessie First Name: Jessica Last Name: Jones Nickname: [NULL] First Name: Robert Last Name: Sullivan make a name tha...4 Reviewed: Voting Open
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Add a way to output name formats in query
Please can you add a way to output a specific name format in query? In Raiserƒ??s Edge, you can output a specific name format without having to have that name format feature as a query filter. However, in BBECRM, you can only output the non-specif...0 Reviewed: Voting Open
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Preferred class year accessible for name formats
Would like to have preferred class year accessible for name formats1 Reviewed: Voting Open
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Add a Name Formats section on Organization records
My organization would like to have Name Formats available on Organization records as we have a number of them who prefer to be called something other than what the organization is named in CRM, sort of like a "Doing Business As" (DBA name). It wou...1 Reviewed: Voting Open
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Allow the importation/addition of name formats to constituent records in bulk
Currently, using out of box functionality, it is not possible to import name formats to constituent records. Manually adding individualized named formats to records requires a good amount of time so our organization would like the ability to impor... -
Tie a salutation to a constituent (fundraiser)
I need a way to tie the salutation on the Names tab to a constituent (fundraiser). We need to be able to pull the salutation for a purpose into a Marketing effort and for acknowledgements. A file may contain multiple purposes so will need to pull ...0
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Update the Name Format date changed when a constituent's name is changed
In CRM, when a constituent's name is changed, that constituent's name formats are updated to reflect the constituent's new name. However, even though the constituent's name formats are changed, the name format's date changed remains the same. My o... -
Allow Name Format Options to honor the position of constituents as they appear on a constituent record
With Name Format Options, you are given the opportunity to "List the following constituent first when building the joint name format": -Selected constituent -Primary constituent from household -Male constituent -Female Constituent What is missi...0
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Add the ability to record pronunciation of names
Like FB and LinkedIn, it would be very helpful to have a way for families / students / faculty to record their name pronunciation both at the application stage and in the system. It would allow us to truly know our constituents - and their preferr...0 Reviewed: Voting Open