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13
Vote
Add dates and comment sections to Solicit Codes
We often have to add a "do not solicit" code to a donor's record. Then - we have to follow up with a mail house and let them know of any recent "Do not solicits". There is currently no way to do that.
Created 12 Oct 17:23 by Guest
Constituent record
4
Will not implement
5
Vote
allow a preview of pdf for a consitutent under the Media tab
allow a preview of pdf for a consitutent under the Media tab
Created 24 Feb 01:03 by Guest
Constituent record
0
9
Vote
Make it so shift F2 loads defaults in the newer Citrix Receiver environment.
As those that are hosted by Blackbaud are moved to the newer Citrix Receiver environment the full power of loading defaults has been lost. Yes you can still load a particular field or attribute with F2 and you can load defaults from a default set ...
Created 12 Dec 12:06 by Elizabeth Johnson
Constituent record
0
12
Vote
Adding privacy policy and consent statement by default
When adding a new consent it would be useful to be able to populate the privacy policy and/or consent statement fields by default, either by having the full policy or a hyperlink to it.
Created 13 Mar 11:23 by Guest
Constituent record
0
6
Vote
Add assigned package in default set
I would like to create a default set for new constituents where the default assigned appeal, package and date or added on the Appeal tab of the constituent.
Created 16 Jul 12:17 by Guest
Constituent record
0
13
Vote
Display both fund ID and fund description in RE columns
We have way too many fund numbers to remember all of the descriptions of each, and many times we need to see both at a glance. The only way to currently do this is in a query, but we need to see both in the column views when viewing a constituent'...
Created 18 Jul 21:41 by Guest
Constituent record
0
13
Vote
Make the number of days in Prospect Status part of the filtering and columns available to show in lists.
We are using the number of days shown in Prospect Status but can only view that data in a constituent's record. Please make it available as a column when working with Lists and also one of the items you can use when filtering.
Created 13 Jun 13:21 by Mark Guncheon
Constituent record
0
6
Vote
Add a date to additional addressee field
Add a "date" field to the addressee fields (the additional ones, not primary) so you know when they are added and which to use if multiple versions of a name listed.
Created 11 May 14:34 by Liz Steward
Constituent record
0
6
Vote
Recurring reminders for Billing and other tasks
It would be great to have a recurring action reminder feature to remind us to do something every year for a specific donor, such as invoicing in a specific month, etc.
Created 30 Apr 13:42 by Philip Weaver
Constituent record
0
8
Vote
Increase size of Comments box in Attributes
Currently this has max of 50 characters, but in the absence of a notepad section in Attributes, this is too small for many text entries. An increase to 100, or even 200, characters would be most welcome!
Created 18 Feb 12:17 by Guest
Constituent record
1
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