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9
Vote
link a vendor record in Comms and Marketing to a constituent record
Vendor records should be linked to a constituent record in CRM so when an address and other details are updated in CRM they are reflected in the vendors area in communications and marketing.
Created 23 Feb 02:28 by Stephen Mally
Blackbaud CRM / Constituents
1
Will not implement
4
Vote
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 ...
Created 16 Feb 12:30 by Adam Kendall
Blackbaud CRM / Constituents
0
Will not implement
5
Vote
Ability to define the channel for a Communications process, particularly for General Correspondence
We are currently on version 2.94.1524, software revision 109)I. It is not currently possible to define the channel for a communication process. We particularly want to do this for General Correspondence. We are using General Correspondence process...
Created 12 Feb 20:00 by Patricia Salzillo
Blackbaud CRM / Marketing and Communications
1
Will not implement
4
Vote
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.
Created 21 Jan 18:40 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
4
Vote
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.
Created 07 Jan 16:31 by Don Willard
Blackbaud CRM / Constituents
0
Will not implement
1
Vote
Add an Invidiual from Batch Revenue Constituent Search screen -- title and suffix lookup lists are too narrow
The lookup list is so narrow that there is no way to see the full value without hovering the mouse over it. The lookup lists are fine on the Add an Individual form from the Constituents functional area.
Created 11 Dec 20:55 by Guest
Blackbaud CRM / Batch / Search
0
Will not implement
3
Vote
Select and Delete Multiple Address Records
Exact and effective duplicate address records exist within any large database. It would be useful for data entry staff to do direct entry cleanup of records more easily. Instead of clicking each address individually and deleting it, it would be qu...
Created 09 Dec 17:51 by Guest
Blackbaud CRM / Contact Information
0
Will not implement
2
Vote
allow override of defaults for particular pieces of information during merge process
In certain cases, the merge configuration used may not be appropriate for a particular pair of duplicate records -- but mostly so. In this case, it would be nice to be able to override some of the configuration settings for specific data so that i...
Created 09 Dec 00:40 by Guest
Blackbaud CRM / Duplicate Management
1
Will not implement
1
Vote
During merge, provide a mechanism to combine individuals into a household
During the duplicate detection process, it is possible we will identify individuals at the same address that appear to be duplicates. Would like to have a mechanism to instead add them to a household instead of merging, when it is determined they ...
Created 09 Dec 00:33 by Guest
Blackbaud CRM / Duplicate Management
0
Will not implement
2
Vote
Sponsorship opportunity search screen doesn't show the user-entered search criteria
When adding a new sponsorship and selecting to choose a specific opportunity a user can enter search criteria and click on the magnifying glass to expand the search. The previously entered criteria is applied to the search results but is not displ...
Created 08 Dec 05:09 by Deleted User
Blackbaud CRM / Search / Sponsorship
0
Will not implement
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