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Manually change the salutation for an organization, business or church.
It seems more friendly to be able to use the salutation "Dear Friends" than "Dear First Baptist Church."1
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Constituent Batch Pop-up
When entering data into a constituent batch, whether you pause or type quickly, eventually (and at times often) during typing, there will be a pop up for the last name field, the primary salutation field, and the primary addressee field. I have th...0
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Automatically add the canvasser of a record as the canvasser of an action
It would be useful if the constituent canvasser was automatically made the canvasser of an action (particularly when sending emails). This would save the fundraiser having to enter themselves as the action canvasser each time. It would be useful i...0
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Not A Duplicate tags should be removable manually and should remove automatically if the address changes
Just now Mark Smith, 1 Scotland Street appears in the duplicate report as a potential duplicate to Mark Smith, 2 London Road and the database administrator marks them as Not A Duplicate because of the different address and lack of info to know whe... -
I think a landline should still be shared between married spouses sharing an address.
No description provided0
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RE search for Middle Name as it does for Nickname
There are many instances in which a person uses their middle name instead of their first name. Currently the first name search will include the Nickname, and I think it should also include the Middle Name.0
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Add in field to view non-constituent spouse employment to NXT
I know that it is in Database View (just learned today) but for those of us who mainly use NXT, it would be nice if we could see the employment/business section on the non-constituent's record.0
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Need better solution for when a widow/widower remarries
We value our constituents (partners) and like to keep accurate, detailed info. We are not just about fundraising. We are about relationships and partnerships. There needs to be a better way to handle situations where the surviving spouse remarries...0
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Restrict View Access To Certain Constituent Data
We want all of our development team to be able to see all constituents in the database. However, we would like to be able to choose which constituent information they may see: for example, notes and sometimes giving history. It would be nice to ha...1
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Base Proposal Days open on Date Added instead of Date Asked
I recently ran the Proposal Analysis Report and noticed that several of the proposals showed zero as the number of Days Open.When I contacted BB chat, the answer that was given is that the Days Open is based on the Date Asked. Can Days Open be bas...0