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Add an 'export to XML file' feature in query
Add an 'export to XML file' feature in query, similar to export csv.1 Reviewed: Need Further Info
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Enable functionality to support HMRC charity online accounts with Multi-Factor Authentication
At present, it's not possible on Blackbaud CRM to use a HMRC login with Multi-Factor Authentication switched on to complete R68 Submissions online. Some organisations require Multi-Factor Authentication switched on to comply with their own interna...1 Reviewed: Need Further Info
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create a way to generate both control and transmittal reports from batches already committed
If I've already committed a batch but forgot to check off the boxes to create reports, I then have to delete the batch and re-enter it. This is tedious work that could be avoided if there were a way to create the reports from batches that are alre...1 Reviewed: Need Further Info
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create a way to create a control report from gifts entered manually in a constituent record
This way, we wouldn't need to create a batch and can easily enter gifts directly into a constituent record, with easy access to other information about the constituent. -
correct an error in the Ask Ladder node.
When using the high level "Ask Ladder" source view node there is an error thrown when querying for "Entry Amount". This makes it difficult to get a list of Ask Ladders with the name(s) of the "Entry Amounts" each one uses. See attached screenshot.0 Reviewed: Need Further Info
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allow option to create a Report from a Smart query
This will facility the end user experience as we can post the smart query under the "reports options by role" and they only need to enter parameter to run the report instead of edit the smart query which is not very intuitive for many end user.1 Reviewed: Need Further Info
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change Address Processing Options to allow more than two levels of hierarchy for selecting addresses
If someone overpays a pledge payment, it is more likely that we would want to apply the overpayment of the last installment, rather than the next installment.2 Reviewed: Need Further Info