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Add an Apt/Ste/Unit/Spc field to the address field
Having the address autofill or provide suggestions when we are entering the info to the address field is helpful. However, we have seen that when our donors complete the donation forms online they often forget to add if they have an Apt/Ste/Unit/S... -
link multiple people at once to a shared address
the link shared addresses dialogue only allows linking to one relationship at a time. This should allow sharing to multiple so that an entire family can be updated at one time rather than separately. -
Auto set primary and hierarchy of constituent codes
Automatically reorder constituent codes based on hierarchy of constituent code table and set primary constituent code to highest ranking. Simple. Link to ongoing conversation: https://community.blackbaud.com/discussion/comment/305525#Comment_305525Reviewed: Voting Open
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Add 'INACTIVE' to the address options, similar to the option for phone and email
When you look at constituents in lists their address marked 'primary' shows even if it is marked as 'previous' and 'do not send'. Could there be the same options to mark 'inactive' as with 'Phone' and 'Email'?Reviewed: Voting Open
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Include Start/End Dates in Solicit Code Imports
When performing a Solicit Code Import, it is currently not possible to include start & end dates. It would be helpful to be able to include these fields to maintain the quality of our data. -
all fields that are in raiser's edge should be available to export (not to export as a query but in the export tool)
We are trying to do some cleanup but some of the fields available in query are not available in export (still using database for this because it doesn't yet exist in webview so hoping this will happen in the future) -
Ability to Demote a Constituent
It would be helpful to be able to demote records that are accidentally promoted to a full constituent rather than needing to recreate the non-constituent relationship to clean up the records (Event guest, child of constituent, for example).Reviewed: Voting Open
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Solicit Code - Household Level
Create a tool that automatically adds a solicit code from one spouse record to the other. Example: If a wife tells us they do not want to receive anymore solicitations by mail then that same solicit code should be automatically applied to the husb... -
Deceased Finder
Need to add Constituent ID instead of System Record ID. This will make it easier to do global processes and import functionsReviewed: Voting Open
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Capability to re-organize wealth ratings
We use wealth ratings for many different things. However, the order of the ratings are not optimized for our fundraisers. Being able to mass edit this order for our users would increase the usability of the information. For example: "Donor persona...
