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BBDM Email Editor Documentation
There does not seem to be any Blackbaud documentation that specifically references and shows the BBDM email editor.0
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Allow us to specify a display order for reason codes
We have many cancellation reasons for Recurring Gifts. There does not currently appear to be any way in which we can specify the order in which they are displayed when a user goes to cancel an RG, so they get the list in a most illogical order. It...0 Reviewed: Voting Open
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provide the ability to query on recurring gift installments.
• What Plan would like to achieve in a revenue adjustment queries is to be able to filter and output on the recurring gift instalment amount that the payment is associated to. This would mitigate the situation where donor has an adjustment on a pa...0 Reviewed: Voting Open
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auto-populate 'End date' field when a user terminates a recurring gift
Currently, when a user changes a recurring gift's status to Terminated, the 'End date' is not automatically populated. The user needs to open another window to enter the end date. This behavior is inconsistent with that of when a user cancels a ...
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Reviewed: Voting Open
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Global change to end on a certain date recurring gifts based on a query
All the time, we have designations go inactive. There needs to be an easy way to update the recurrings gift end date when the designation inactivates rather than updating recurring gifts one by one.0
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'Set sponsorship recurring gift status' global change
Be able to globally (bulk) change the status of a Sponsorship Recurring Gift for various reasons, e.g., Holding for in arrears or Credit Card Rejections.
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Reviewed: Voting Open
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Make recurring gift installment tables at the lineitem level, similar to installment tables are for pledges
Make recurring gift installment (FACT_RECURRINGGIFTINSTALLMENT*) tables at the lineitem level, similar to installment (FACT_INSTALLMENT*) tables are for pledges. The recurringgift tables are at the transaction level, while the installment tables a...0
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Allow same payment methods on Pledges as for Payments/Recurring Gifts
With all new (online) payments available, (For example paypall, google checkout, but also more locally common payment methods) we realy miss the opportunity to add different payment methods against a Pledge. For some reason you can only log Credit...1
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Allow recurring steps on a prospect plan
We would like to be able to add recurring steps to a prospect plan, and not be limited to entering a step per year if there is a recurring initiative attached to a solicitation.0
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Correct Generate Payments so that payments are dated on the day generated, even if they were due in X days
In a Generate Payments process we can select to 'Generate payments due on or before' 'X days after this process runs'. This is a useful feature in that if the last business day of the month is not the last calendar day of the month we can reach fo...