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5
Vote
BBECRM: An issue with saving interactions within a Constituent Record.
The Interaction you have added is created, though you need to re-select the Interaction to do anything with it. This becomes a problem if a User wants to add some supporting documents as they may end up adding documentation to the wrong Interacti...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Interactions / Sponsorship
0
Will not implement
5
Vote
Copy Household Address to Members Missing Addresses
When creating a new household record, you can copy a member's address to the household, but it would be nice to be able to copy the household address to any members that do not have that address.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information / Households
0
Already exists
5
Vote
Create a new address when AddressFinder updates an address.
When AddressFinder updates an address, it simply overwrites the address. We would prefer that it create a new address of the same type and move the old address to previous so that someone searching based on the old address would have the option to...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
0
5
Vote
Special characters in searching?!?!??! wild cards
There are creative ways to add in aliases for people that have special characters in their name, but the logic of the search function should be able to find them for you. This is a large limitation and requires copious clicks as well as can lead...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Prospect Plan
1
Reviewed: Voting Open
5
Vote
Mapping - Allow me to edit the route
I would like to be able to edit the driving route. For example, I want to edit the route to take I-80 instead of I-88.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Prospect
0
Will not implement
5
Vote
Corporate Structure Employee Information/Individual Summary does not look at Relationship End date
The Individual Summary on the Corporate Information screen does not look at the end date of the relationship. Currently, it includes employees that are no longer with the company (have a relationship end date). This is confusing. Please either dro...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Email Marketing
0
5
Vote
When adding Documentation, default to current user as Author
The user experience is unnecessarily complex when adding a note. The process of looking up a constituent is not necessary as most "authors" will be the current user. Why not start with that default / assumption and then lookup only as an override?
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Email Marketing
0
5
Vote
freeze the Constituent Header in v3.0
When viewing information in the constituent node, it would be helpful to have the Header information frozen like a pane in Excel and always visible as you scroll down the page.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Email Marketing
1
5
Vote
Leaving Age in Once Marked Deceased
ould it be possible for the Age field to remain filled with their current age at death? Currently when you mark a constituent as Deceased it automatically removes the age from the personal info tab, Colleges who are doing obituary’s will have to m...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Email Marketing
0
5
Vote
Add a flag/field on the education tab to indicate if a degree is FERPA restricted
There is now a FERPA restriction for degree information. Blackbaud does not have a flag/field on the education tab to indicate if a degree is FERPA restricted.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Email Marketing
0
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