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Relationship notes should appear on relationship records of both constituents
Currently the notes about a relationship only appear on the record that I was in when I entered the relationship. They don't appear on the relationship record of the constituent with whom the relationship has been identified. The notes should appe...3 Reviewed: Voting Open
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Ability to Overwrite OR ADD when Merging Records
To have the ability to add data instead of only overwriting what's there. When new data is present on a duplicate record, I need to add it to what is currently in the target record. This includes but is not limited to contact information, custom f...0 Reviewed: Voting Open
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Feature - Merge into another record
As it's useful to have this feature on constituent records, an organization may have current processes in place when merging duplicate records. Example one user managing merging records, to ensure information is being merged correct. Request is to...0 Reviewed: Voting Open
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Actions to allow addition of relationship record contact info
Some constituents are contacts for organizations, but are also donors themselves. Having the ability to add the donor's specific organization email and phone number to the relationship record and in turn pull those into an action would be benefic...1 Reviewed: Voting Open
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Add the ability to pull Maiden names in NXT.
When pulling alumni lists, our constituents do not recognize married names and need the maiden names. Database view pulls outdated addresses, duplicates, and is not user friendly.1 Reviewed: Voting Open
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Change the outdated "Head of Household" terminology
When working with couples on the Blackbaud database, you have to select one of them to be the 'head of household' - terminology that is outdated and doesn't fit everyone's needs. A suggested change would be "main contact" or something similar. Or ...0 Reviewed: Voting Open
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Ability to see custom fields in alphabetical order
When we open a record in database view and sort the attributes alphabetically, and then save and close the record, we can open the same record in the Web view and the custom fields are also sorted correctly. BUT when we go to another record in the...0 Reviewed: Voting Open
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Ability in Settings to hide 'Inactive' Constituents in WebView Search
Having duplicates of certain constituents show up in the Web View search results can be confusing and frustrating for solicitors, especially when that constituent has already been merged. For all those database managers with limited bandwidth to f...0 Reviewed: Voting Open
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Webview of Record - if Spouse is an alumni - add class year also
When you see the name of an alumni it lets you show their name (maiden name( and class year, then there is the preferred Name and the name of their Spouse - however if their spouse is an alumni also you can not tell at a glance because it does not...0 Reviewed: Voting Open
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Add date added and notes to solicit code entry
It would be very helpful when adding a solicit code to a constituent in the Bio 1 tab if we could also indicate the date added and a note as to why it was added. We like to periodically revisit some "do not xxxx" and need to be able to see when th...2 Reviewed: Voting Open