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set up a business rule during revenue batching that pops up prospect manager when we enter a constituent name
This feature will be useful because it allows you to see who the prospect manager is when you enter a constituent name.0 Reviewed: Voting Open
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Move up Batch Validation
It would be great to modify the Edit > Validate Batch function to check for all validation errors instead of waiting for the commit function. Currently, the batch goes through the full workflow, commit, and a exception batch is created in the e...2 Reviewed: Voting Open
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Surface alerts in gift batches
If a constituent is matched to an existing record in a gift batch allow for constituent alerts to be indicated or surfaced while gifts are being processed. Would be useful for high profile constituents and other constituents who need special handl...1 Reviewed: Voting Open
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Add find and replace functionality in batch to the web based user experience
In the smart client users are able to select Edit and choose Find and Replace. They are able to leverage this functionality to replace large ranges of data that has been inputted incorrectly (like gift date for instance). This functionality has no...6 Reviewed: Voting Open
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Add Address Type, Address Start Date, and Address Information Source as fields in an Enhanced Revenue Batch
My organization would like the fields below added to Enhanced Revenue Batches. Because these fields aren't available in an ERB, when our constituents donate through BBIS, my colleagues and I find ourselves having to manually add this information t...0 Reviewed: Voting Open
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Improve Constituent matching algorithm
The current rules for calculation of 'Constituent matching' are heavily weighted towards mail addresses and don't seem to take email addresses or phone numbers into account nearly enough. According to https://webfiles.blackbaud.com/support/howto/c...0 Reviewed: Voting Open
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The ability to link recurring gifts to opportunities
There are now additional types of revenue that you can link to opportunities in order to track high-impact donations. Previously, Blackbaud CRM allowed you to associate pledges and donations with an opportunity to signify the level of fulfillment ...13 Reviewed: Voting Open
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Add the ability to search for data in committed and uncommitted batches
We have large batches with upwards of thousands of records and many pages. It is difficult to find a specific transaction to review or update. You have to scroll and go from page to page to find the records. It would be great to add search criteri...3 Reviewed: Voting Open
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Show commitment past-due amounts in batch so overpayment can be more efficiently applied
Let's create this scenario: A donor has two commitments. Both have monthly installment amounts of $5 and one is one month past-due. To catch-up on payments for both commitments, the donor makes a payment of $15; $10 to be applied to the past-due c...5 Reviewed: Voting Open
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Enhanced Revenue Batch - Allow customer specific errors
We need a way to add our own specific business rules to the Enhanced Revenue batch entry. Currently, we have our business rules coded as 'errors' on our custom Gift Batch Proof list. However, we would much prefer to have our business rule violatio...1 Reviewed: Voting Open