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Ability to match Organization Name to Individual Constituent in Online Data Review
In online data review there is a need to match the" Organization" to an individual constituent record. The reverse of this is already true ("Donor" can be matched to an organization constituent record). It would be great if we could match "Organiz...1 Reviewed: Voting Open
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Online Data Review must be added for Event Registrations
Event Forms are currently unusable for our nonprofit because Online Data Review and specifically being able to use "Review and match all transactions" (a necessity to prevent drastically increasing our number of duplicates in the system that would...37 Reviewed: Voting Open
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Better constituent matching in online data review
I have just had a donor come through via a Blackbaud donation form who was flagged as new in the online data review area. He is on our database as Andy but had put Andrew on the donation form. All other details were identical, address, email addre...1 Reviewed: Voting Open
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Include inactive constituents in Online Data Review's constituent search capability
Problem Statement: Online Data Review is excluding inactive constituents when performing constituent matching and when users use the constituent search capability. Repro Steps Configure the Online Giving settings to Review and match all transactio...4 Reviewed: Voting Open
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Tribute management: non-constituent tributes and fixing user errors
Currently, there is no way to bypass the record matching or creation screen when a donor makes a gift using the online form and lists a "tribute" that is not a person or organization. There is no way to bypass record creation to fix the error and ...1
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Online Giving / Online Data Review > Tribute Description Field - manual data cleanup is required due to system-inserted text during Online Data Review - Stop injecting the unwanted text.
The program is automatically inserting unwanted text — “Donor-entered text: '[tribute name]'”— into the Tribute Description field during Online Data Review of Online Giving Gifts. Despite reporting this to Customer Service, they insist it is not a...1
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Notification when a donor changes bio information while making an online donation
It would be helpful if BB would notify or highlight when a donor makes changes to their biographical information (address, ph#, email, etc.). If you do not set your settings to always review, you will not know when a donor changes their informatio...0
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Update Online Data Review's constituent search feature to include non-constituent relationships
Online Data Review's constituent search capability only returns constituent relationships when searching with the Search relationship records checkbox flagged. I was told by Blackbaud Support that this capability was intentionally designed to excl... -
Online Data Review ability to make a spouse as full constituent and link to primary
When a husband is primary and the wife donates but does not have a full constituent record, need the ability to create her record and link back to husband in Online Data Review. This happens frequently with our donors and is a very manual time con...0
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Creating new Honoree constituent record in Gift management Online data review
Is it possible to reject creating new honoree constituent record. Currently I am forced to create a record, then delete it after the Batch is approved. We have some instances where the honoree does not require a constituent record and would like t...1