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Allow full control of phone number formatting (prevent Web View override)
Organizations need the ability to define and maintain their own phone number formatting standards, including the option to leave formatting set to “none.” Currently, formatting set at the database level can be overridden in Web View, which introdu...1
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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)0
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Add Addressee and Salutation mapping in form settings
Currently, when a new donor is added via an NXT donation form there is no mapping for addressee and salutation. This means that when I go to pull my acknowledgement letter, it defaults to First Name, Last Name rather than my organizational default...12 Reviewed: Voting Open
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Add Additional Merge Fields (Attributes/Custom Fields) to Addressee Format Options
Provide an option to add additional merge fields (specifically attributes/custom fields) from the constituent record or spouse record into the addressee/salutation formats. Often addressees need to be unique for an organization with fields that ar...0
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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_3055252 Reviewed: 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'?0 Reviewed: Voting Open
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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).3 Reviewed: Voting Open
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Allow users to choose which address is sent for Address Finder processing
Organizations often track business and home address for constituents, and the business may be preferred. AddressFinder in webview only sends the Preferred address for screening. It would be helpful if organizations were allowed to pick a specific ...0
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Add DOB as a match on filter option in Data Health
Name and DOB are our strongest matching criteria for individuals where we have the data. Please add DOB as a filter option in Data Health as this will help to significantly reduce duplicates.0
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Deceased Finder
Need to add Constituent ID instead of System Record ID. This will make it easier to do global processes and import functions0 Reviewed: Voting Open