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Add the department field to the business tab in the add an individual form
Currently most employed constituents, linked to organisations, will need to have a job title and department defined. The business tab in the add an individual form currently only shows job title of these 2 fields which means that the record needs ...0 Will not implement
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allow DIY forms to allow more phone number types to be added from the system defined fields.
Currently if you want your form to populate more phone numbers you would have to create UDFs, these UDFs would be different from the system defined fields and therefore you could have duplicate information or confusion on where to find phone numbers.0 Reviewed: Voting Open
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Add Site and Designation filters to the Prospect\Planned Gifts node in a constituent export definition
My organization is a heavy user of export definitions and exports. We need to export planned gift information for our colleges, but unfortunately there isn't a filter on the Planned gifts node to allow us to only export the planned gifts based on ...0
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Allow the application to successfully interpret Word quotation mark/apostrohe formatting.
When copy/pasting a constituent name from Word that has an apostrophe (e.g. O'Donnell) into a search field, the application does not interpret the Word formatting and returns no results. This can cause duplicate records to be created.0 Will not implement
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Add Transactions to the Search bar so that known records can be looked for quickly
Everyone who processes and reviews revenue wold benefit from a quicker and nore accessible search for those records where the RevID is known0
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Please enable TEST eDMs to be distinguisable from REAL eDMs and the market identifiable
It would be really helpful if it would be possible to distinguish between test eDMs and real eDMs. Also the market each eDm relates to. At the moment this is not possible which means recipients don't know if they are receiving a test email to comm...0
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Ability to add email addresss or phone number to BBIS Email Notification
When confirming the CRM ID # within CRM -- only having the donor's address sometimes is not enough information. Another identifier would be helpful. All those that enter gifts would benefit from this extra bit of processing information.0 Reviewed: Voting Open
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Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual. -
Update the Giving Summary title for the Corporate Information report to Revenue Summary
From a user’s perspective, it’s counterintuitive that the “Giving Summary” report includes all revenue, when the term “gift” denotes a subset of revenue by Blackbaud’s own definition. Please consider this recommendation to change the title of ...0
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Add the ability to Address Acceleration/Validation to bring in State house district or State senate district information
It appears that Address Acceleration/Validation brings in Congressional District information but not State house district or State senate district information.0 Reviewed: Voting Open