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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
60
Vote
If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Personal Biographical
2
Reviewed: Voting Open
56
Vote
Remove the requirement for Appeal when creating an email message
When creating a new Email message, the field for Appeal is required. Some organizations do not wish to use Appeals, and likewise would like to not be forced to set one when creating a new message.
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Email Marketing
1
Reviewed: Voting Open
58
Vote
Show which query an export process was tied to (at the time it was run) on the History tab
Currently, on an Export's history tab the system shows status, dates, number of records processed etc, with the option to download the output that corresponds to each particular run of the process. Because different queries can be used each time t...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Query
0
Reviewed: Voting Open
2
Vote
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...
Created 29 Nov 10:28 by Joanna Moran
Blackbaud CRM / Interactions
0
Reviewed: Voting Open
2
Vote
Comment or note on Application user Account
Tracking user departments or other details would be easier if there was a comment/note field on the application user account. This should be available in the application user grid.
Created 28 Nov 19:02 by Guest
Blackbaud CRM / Security
0
Reviewed: Voting Open
9
Vote
make the ability to be able to bulk-register invitees from an invite list on an Event.
It would be nice to be able to select IDs from the invite list you want to register and then be able to select them and then register. Much like you can update event attendance in bulk.
Created 04 Nov 20:51 by Alicia Benison
Blackbaud CRM / Events
0
Reviewed: Voting Open
53
Vote
allow users to remove a finder number from a posted payment.
Once a finder number is saved to a payment there isn't a way to remove it. You can change the constituent, but the finder number stays the same. You can try in batch, but finder number isn't editable in a revenue update batch. We need to change th...
Created 19 Feb 22:49 by Guest
Blackbaud CRM / Gift Processing
5
Reviewed: Voting Open
57
Vote
Clear/remove results from Recognition Programs
Give the ability to clear/remove results of a recognition Program on all records that have that recognition program. If was run there is no way to clear the results if the organization wanted to change or decided not to implement that program the ...
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Recognition Program
3
Reviewed: Voting Open
38
Vote
Create a Prospect Plan Step Update Batch similar to the Stewardship Plan Step Update Batch
My organization would like to be able to update existing prospect plan steps via batch import, just like you can for stewardship plan steps, using the Stewardship Plan Step Update batch type. Prospect plans are used by almost every organization, m...
Created 21 May 23:46 by Guest
Blackbaud CRM / Prospect Plan
3
Reviewed: Voting Open
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