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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
58
Vote
On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.
Created 17 Mar 21:07 by Allen Roth
Blackbaud CRM / Events
2
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
57
Vote
When adding a correspondence process, user should be able to enter a specific date of the process. It should not just default to the current day's date.
Sometimes prospect managers or others do bulk activities that are not appeal, and not interactions. Having the ability to select the date of a correspondence allows for greater flexibility in tracking all the communications that donors have been r...
Created 12 Oct 17:23 by Greg workman
Blackbaud CRM / Marketing and Communications
3
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
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
55
Vote
Enhanced Revenue Batch - Allow customer specific errors
We need a way to add our own specific business rules to the Enhanced Revenue batch entry. Currently, we have our business rules coded as 'errors' on our custom Gift Batch Proof list. However, we would much prefer to have our business rule violatio...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Batch / Gift Processing
1
Reviewed: Voting Open
55
Vote
Adding an end date updates the shared business address
When we put an end date on someone's relationship, the contact information that relates to that business stays on their record. For example, when you pull the relationship over, the business address usually autopopulates as one of the constituent'...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Contact Information
1
Reviewed: Voting Open
55
Vote
The ability to add Organisations to Research Groups in addition to Individual
A number of fundraisers are unaware that Organisations are not populated into the Research Group from their selections - Need to be able to add in Organisations where it is the Organisation and not the Primary Contact at that Organisation specific...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Research Request
0
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