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Revenue UI web batching usability in 2.94
UI Web revenue batching in 2.94 usability does not seem to be a high priority. There many items that should have been discussed before design, if a discovery session had been available it would have been helpful for your design. Some items are: 1...0
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gift aid
Marketing efforts do not currently show gift aid potential, calculations for estimated gift amount, and the amount a marketing effort raises (via KPIs when the marketing effort is activated). For our UK customers, it is important that we can show ...0 Will not implement
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email a friend
Add an "Email a Friend" button to emails so that BBNC recipients can safely forward a single email to a friend. Right now if you forward an email to someone and they click unsubscribe it will unsubscribe the original recipient, not the "friend". T...1 Reviewed: Voting Open
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Store email interactions with other communications on the Constituent record
Any sent email communication needs to be displayed within a constituent’s record in Blackbaud CRM in a consistent way, and in the same a0
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Change the Event Form to a Page
The Event search form performs so differently vs.or Constituent search or any other search for that matter) is that it’s a form, rather than a page. • Because it’s not a page, the events search form is not available in the “back” button queue that...0
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Add a tab for Documentation for Event Registrants
Allow for documentation on an Event Registrant's record so that notes and media can be attached.0
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store the calculated value for pledge balance within the OLTP and DW, instead of requiring folks are quering directly agains the database(OL
No description provided0
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display the balance for matching gift claims in the TRANSACTIONBALANCE field of the BBDW.FACT_FINANCIALTRANSACTION table
The Blackbaud OLAP database has a TRANSACTIONBALANCE field in the BBDW.FACT_FINANCIALTRANSACTION table that shows the balances for pledges but shows null for other transactions that carry a balance like a matching gift claim. Our request is that t...0
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Global Change for Recurring Gifts to remove Automatic Payment methods
Our Recurring Gifts are set to Send Reminders=No for all Automatic payment methods: Credit Card and Direct Debit. When we receive HARD CC or DD bounces, we change the flag to Send Reminders=Yes, but we also want to Remove the CC & DD Details, ...0
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Consolidate Acknowledgments into one letter.
When processing acknowledgment letters it would be helpful if all of the unacknowledged revenue for a single constituent is consolidated into one letter. Currently CRM prints out a letter for each unacknowledged revenue.0 Reviewed: Voting Open