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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 01:21pm by Guest
Blackbaud CRM / Search
4
Reviewed: Voting Open
49
Vote
Add finder number to a constituent search screen
Add "finder number" to a constituent search screen for easier search functionality. Often times we'll have the finder number but not the lookup ID which makes it almost very difficult, if not impossible to open a constituent record. This is impo...
Created 29 Jun 01:18pm by Guest
Blackbaud CRM / Search
1
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 01:21pm by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
29
Vote
Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user
Created 29 Jun 01:21pm by Guest
Blackbaud CRM / Search
0
Will not implement
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 01:21pm by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
23
Vote
provide search filters on the new search lists that paginate
In v3.0 we understand the move to pagination of data lists but it is making searching more time consuming and frustrating. We would like to have filters available to minimize results that show in the data lists. We could even see having a 'view a...
Created 29 Jun 01:21pm by Guest
Blackbaud CRM / Search
0
9
Vote
Change "Constituent Search by Name or Lookup ID" search list to not return Organizations or Groups which don't match directly
At the moment, if we search for Constituents with a given email address, the search not only finds any records which contain that email address, but any Organization, Group or Household records which have a member with that email address. This is...
Created 8 Nov 04:07am by Guest
Blackbaud CRM / Search
0
21
Vote
Transaction Search Screen - only show active recurring gifts
On the transaction search screen when looking up a constituents recurring gifts - all of the recurring gifts are shown on the screen. Including the terminated and completed ones. Would like the ability to see only current active ones. If you ne...
Created 29 Jun 01:24pm by Guest
Blackbaud CRM / Recurring Gifts / Search
0
21
Vote
Put a "designation filter" on Transaction search
People call me all the time and want to know when so and so made their last gift to fund 301275. If we had a designation filter on transaction search I could just type in the last name and the fund and whammo - done
Created 29 Jun 01:23pm by Guest
Blackbaud CRM / Search
0
20
Vote
Search for a constituent by GUID in query
Unless there is something I’m missing in regards to steps, I think we should submit this to the idea bank as I’d love to be able filter by GUID. The query tool allows you to bring over the GUID field as a filter, but doesn’t allow you to use it...
Created 29 Jun 01:19pm by Guest
Blackbaud CRM / Search
0
Reviewed: Voting Open
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