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Cannot search for Finder Number on frontend
In processing a revenue batch, we have hundreds of records with a Constituent Id is required error. We are looking for a way to find what marketing effort is associated with the finder numbers in the import exceptions. Where/how can we find this? ...1 Reviewed: Voting Open
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Hide Blackbaud WebMethods API pages from Google Indexing
We use BBIS to produce and publish our website for constituent engagement. We discovered that Google, along with indexing the web pages we produce and published through BBIS, is also indexing Blackbaud-generated API pages (WebMethods/“webservices”...0 Reviewed: Voting Open
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Include option to merge Wealth and Ratings, and Planned Gift Beneficiary info when merging constituent records.
The duplicate identification process may choose a record that has Wealth and Ratings and/or Planned Gift Beneficiary info in the source record. This does not get moved to the target record when merged so we lose the information.1 Reviewed: Voting Open
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Add mailing preferences to the Update Constituent Batch template
No description provided
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provide a BBIS Global Opt out that works with multi-site implementations
When configuring a Communications Preferences Form in BBIS, you are required to include a Global Opt Out element to comply with such laws as the United State's CAN-SPAM act. The Global Opt Out element applies to ALL sites in a BBIS multi-site impl...2 Reviewed: Voting Open
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Fix an issue when using brackets and quotations in event attribute caption
We have identified an issue where adding text to an event attribute caption with brackets and quotations ("Most recent degree (enter '"0'" if not applicable)" ends up cutting off whenever you come back and make any edits to the page. (In the examp...0 Reviewed: Voting Open
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creating a selection from an open batch
on any batch type an additional option to save all the records in that batch to a static selection should be available. Either committed batches or uncommitted batches should have this option to allow easier review of records or subsequent use of ...0 Reviewed: Voting Open
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Uncheck the 'refund card' box as the default when adjusting gift amounts down.
The default is set to refund the card once a credit card payment is adjusted down. This links directly to BBIS, so gift entry staff adjust the amount down in order to apply it to a different constituent and save, without realizing the box had chan...1 Reviewed: Voting Open
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Add options to the email and phone contact info tiles on constituent records to give the ability to add new phone and email records, just like we can with addresses.
It will allow us to more accurately archive historical information while also making it easier to add updated contact detail from the tile instead of navigating to the contact tab. -
Add user-configurable standardization options for names in the "Correct capitalization in name and address fields" feature
Currently, with Constituent data hygiene >> Correct capitalization in name and address fields enabled, conjunctions are automatically capitalized. Users must manually edit words such as "and" to set them to lowercase. While this is a low im...0 Reviewed: Voting Open