Like zip codes, social security numbers have leading zeros. When importing them, sometimes the CSV file knocks off the leading zeros. There is a fix for leading zeros for zip codes using a Query with the operator of "Like" (https://kb.blackbaud.co...

We use the SSN field for the Met Box Office ID (they use Tessitura) and when we want to dedupe people against their lists for our telefunders, the SSN field is encrypted (XXX3389) in Export. Funnily enough...Query and Import export the field as no...

We use Queue and it's great, but because we are hosted, we cannot set emails to auto-send.It's the main reason we purchased it. Any way to fix this?

If an auction/paddle auction is part of your event and you need to assign 3 digit bidder numbers to each guest - try starting the seat number at 101 in the wizard set up checking the continuous numbering box.

We have many parents and trustees working with us as solicitors and we want to track them in RE. A problem for us is that we use spouse/partner records for all married parents and the spouses do not have a "is a solicitor" button. It will cause ma...

I set up several participant exports for our event managers. If I want to create a single event export, I have to create a participant query for that export. The "Include" button gives me a choice of All [participants], Selected [participants in a...

Currently, there are limitations regarding reporting (through Reports or Export) on split gifts. It can take hours to run an export where we have filtered on funds. We need to remove non-gift / membership category funds when requesting fiscal year...

That field is set by the user options section, so it will display the description or the ID based on that setting

We have users who focus on direct mailings and stewardship who regular create short use attributes to "flag" small groups of constituents. If we could allow these users to create and delete their own temp attributes, without the ability to acciden...