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Add comment field for Additional Addressee/Salutation
This way, recognition name can be used on appropriate recognition vehicle to fulfill donor's wish0
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Allow $0.00 value to be saved in the Amount field for Financial Information.
Currently when users go to Prospect > Financial Information > Amount > the amount field will not allow for a $0.00 value to be saved. If you attempt this, the value will save as a blank field. I would like to track information Financial I...0
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Allow volunteer forms to be linked to RE.
It would streamline our job of checking to be sure that volunteers have returned the required forms prior to an event.0
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Ability to populate the tick boxes for Primary Addressee Editable and Primary Salutation Editable automatically
When an administrator creates a new constituent, we need to ensure the Primary Addressee and Primary Salutation are marked as editable. Without this, when we export from the back end of RE, these fields return as NULL. I would like these to be mar...0
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Globally add Solicit Codes
Globally adding Solicit Codes will be useful for grouping certain people for various mailings - either for inclusion or exclusion0
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Preferred Address should have a drop down menu that says "Link" to share address
The current process for address sharing is convoluted and confusing. The address is shared with the Spouse only when one of several different routes is taken, and it's unnecessarily difficult.0
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Create - Linked Proposal Actions in Query.
I want to be able to pull an Action "report" on my team of solicitors based on actions related to their proposals only. Currently, RE cannot do this in Query, but it exists in Export? I want to use LINKED PROPOSAL ACTIONS in my criteria to help fi...0
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Attribute codes should accept fuzzy dates
As promoted by Blackbaud, attribute codes can be used for recording disparate pieces of information, so why does the date field not accept fuzzy dates? Today I was told by BB chat support that this is not possible. 99% of the time we do not know t...0
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Allow changes to currently opened records
Please consider adding the ability to make changes to record while it's being opened by other users. This record locking strategy is preventing us from being PRODUCTIVE. It is a dependency that should be removed. Other CRMs allow users to make cha...1
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fix the update fields button?
feels like the "Update Fields" button in import process should correctly identify the fields when youre using the names given in an export. Would probably save many professionals alot of time.0