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Show constituent info by hovering over a Constituent within the Recognition window in Batch entry
Since new constituent records are not saved until the batch is committed we cannot validate that the correct constituent information was entered for a recognition credit. This could be resolved if we could view the constituent information that has...0
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Add ability to auto-scroll to show next open line when entering batches
It would be great if the batch entry screen could automatically scroll down to show new open line, when number of lines showing on screen is maxed out. So, instead of taking mouse to right side of screen and scrolling down in order to see the next...0
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Being able to export from a smart query
There isn't a way to export results of a smart query.0
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link the email address on the application user to the email address on the email prefererences tab of the application user
Currently the email address for an application user and the email address on the email preferences tab of the application user are two different records. We would like these to be linked so that redundant data doesn't exist and so it doesn't have ...0
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allow users to change the subtype of a posted pledge to a non-postable subtype and allow the reversals to post but not any adjustments
Some pledge subtypes are posted and some are set to do not post. If you change the subtype of a posted pledge to a subtype that does not post you are still forced to enter and post to a General Ledger distribution rather than just entering the rev... -
Create more customization options when creating new pages for data lists
When creating a new page with a data list, there are actions that can be assigned to a row via a button. E.g. if a row has a constituent record you can assign a button action 'Go to constituent'. In 3.0, it being WebShell, there are a multitude of...0
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Add the ability to manage price changes to membership dues
Add the option to re evaluate the costs of memberships.For example a price change is scheduled for next month so all who are due for renewal this month but renew in their renewal window (which may be x months after the price change) need to renew ...0
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Add the ability to send out membership cards prior to renewal
Membership cards on occasion Need to be sent out before a renewal on the assumption that a member will renew. Blackbaud CRM only allows cards to be generated for the current membership cycle once it has been paid. -
unable to add reason or notes to an upgrade or downgraded membership
Future upgrades and downgrades where a user cannot enter a change, reason, for these taking place. -
Make it possible to link a split gift to an event participant.
When a gift is split because the donor wants to support more than one project with their gift, we are frustrated with not being able to apply or link only the amount an event participant will receive in support. We have to resort to entering multi...0