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Specify which attribute to export if multiple attribute of the same category
Currently if exporting only 1 attribute RE shall export the 1st one as it is displayed on the record however it would be good to be able to specify which attribute you want using a date range or even just last attribute.1
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Export, Mail Merge to Office 2016
Please upgrade the export/mail merge feature to Office 2016. Hosted accounts merge to Office 2007 which is outdated and cumbersome. Merges are currently taking 10-15 minutes for one letter (with no image). This ties up the system during this time ...0
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Automatically update a spouse records salutation when spouse becomes deceased.
When marking one spouse deceased, the other spouses record's salutation should automatically be corrected to remove the deceased partner.1
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action tracker report
For Action Reports; it would be a great idea to have "Calendar Year/Fiscal Year/Month" as the Primary Summary for report. This would be great for tracking the # of actions in a fiscal year by month and then action category/action type could be use...0
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Connect RE for WH More Options Needed
Add the option to add a "Date To" to existing constituent code instead of adding the "Past..." constituent code. I don't use "Past". I use Date From and Date To because my families can come in and out several times over the course of several years...0
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Separate log-in for Idea Bank
Don't require a separate log-in for Idea Bank, if user is already logged into blackbaud.com0
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Link Spouse Business Record to Org Records
If a spouse is not a constituent record we can still enter their business in the spouse tab. We can even link the business to a current Org record and even add the spouse as a contact. We can do all that but we can't see the spouse on the org reco...0
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A way to embed the Youtube video so it will play within the e-mail.
When sending an online express e-mail, I would like to embed the Youtube video rather than just a link. Articles we have been reading said to embed the video is better than just a link. We are trying to get more people to view the videos we are in...3
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Event Module use of term Registrant
VERY CONFUSING.... to have the user "Add New Registrant" and then choose from three types of registrants, one being the same term "Registrant", along with Guest or Sponsor. ADD NEW REGISTRANT: (being any of the three types) Registrant - a non p...1
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Add Key Indicator field to "Find existing constituent" search fields
When searching for an existing constituent, it would be really useful to narrow the search down by specifying a Key Indicator.1