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Add functionality allowing contribution based memberships to be transferred over in a constituent merge
Currently, when attempting to merge two constituents, an error is thrown if the source constituent has a contribution-based membership. The error is "You cannot merge constituents that have a membership program that allows contribution payments". ...1 Reviewed: Voting Open
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allow code tables to be "cleaned up"
Raisers Edge had a functionality that allowed you to replace an existing code table entry in all areas of the database with either a new or existing table entry. This allowed for easy clean ups of tables and data. It would also be helpful to be ...0 Reviewed: Voting Open
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allow editing of blank splash page that inactive users see when using SSO so they know the account is inactive
If you are using SSO for CRM login and the user trying to log in is an inactive user, it currently displays a blank page and a box that just has "Blackbaud CRM" written in it. We want to be able to add some text to that box that explains that the ...0 Reviewed: Voting Open
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Designation does not display for event registration's non charitable component
BBEC Users can differentiate between the charitable and non charitable components of an event registration fee. However, some users have experienced the designation (though assigned) not displaying for the non charitable component of an event regi...0 Will not implement
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Allow for matching gift claims and donor challenge claims to be posted to the GL
Please allow for matching gift claims and donor challenge claims to be posted to the GL. This would resolve two issues we have: counting claims as receivables and point in time reporting on transaction changes. Though we are unique in booking thes...1 Reviewed: Voting Open
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Add recognition credit filters to recognition credit smartfields
We need parameters in the recognition credit smartfields to select which recognition credit types we calculate on. The parameters could either use the RC reporting filters, or the actual RC types. I saw notes in a previous "idea" that this functio...0
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show Matching Gift claim balance and Matching Gift claim status on the Matching Gift tab of payments that have Matching Gifts
The datalist on the MG tab of a payment doesn’t give you enough information to really understand what is going on. It is missing Matching Gift Claim Balance and Status.0
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Add deposit number field to batch
It would be helpful to have a field for deposit number. This could eliminate the need for custom reporting and would allow use of the reference fields for notes.0
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Mark benefits inactive in the benefit catalog
Need the ability to mark benefits inactive in the catalog when they are no longer needed so they don't appear in the list for gift processors.2 Reviewed: Voting Open
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Unable to import revenue into enhanced revenue batch without some required fields
Users would like to import BBEC revenue into the Enhanced Revenue Batch without having to populate all required fields, specifically Designations. Occassionally, the representative doing the imports does not have all of the necessary information a...0 Reviewed: Voting Open