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Recent
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2
Vote
Need Designation Search/Sort Mechanism on
After using the the "Add multiple designations" icon off the campaign screen's designation tab to perform bulk load of designations, need ability to go to the "Edit designations" icon and then sort the designation IDs in order to find one, two or ...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Gift Processing / Search
0
2
Vote
Add tribute search by look-up id
During batch entry, we'd like the ability to search for tributes (in the tribute search screen) by look-up id.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Batch / Search / Tributes
1
Reviewed: Voting Open
7
Vote
Would like it if you could search for another constituent within a screen
Ex: If you are in the Revenue screen for a constituent, you should be able to call up a constituent search screen and automatically go to that same screen for another record.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
11
Vote
Constituent Search: Exclude inactive Code Tables
Values that have been marked inactive still show up in places like the Search Screen. We would like inactive values to not show.
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
1
Reviewed: Voting Open
7
Vote
Constituent Search screen: single match search option
Is there a way to get a record to open automatically? In RE 7 there is an option to do this for single match results so, for example, if you are searching by Constituent Lookup and there is only one match that record would simply open automaticall...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
7
Vote
Constituent Search: Duplicate returns
At present, the Constituent Search brings back duplicates for a constituent if their Maiden Name (which we use for Former Name) contains their Last Name/Surname: e.g. Layla Hamadi / Layla Hamadi Merricks comes back as two lines in constituent sear...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
10
Vote
Add 'previous search' function to searches
In Raiser's Edge there was a 'previous search' button to allow you to call up your last search. It would be useful to have similar functionality on searches in BBEC, and maybe even extend it to allow you to call up older searches (say, your last 1...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
1
26
Vote
Search: Using wildcards
In both 'batch search' as well as 'transaction search' we would like to be able to use wildcards in the batch number field. This would necessitate the presence of a batch number column in the search results to further refine that information, sinc...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
33
Vote
Constituent search: Make it Google-like
Our development officiers would like to see google-like search features in Constitutent search. They would like constituent search to begin locating constituents as they type and would like to have the 'did you mean' feature - that would help them...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
60
Vote
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
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