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create a copy function for correspondence processes
We could then set up templates for our typical fields and then the user could modify the other fields to match the needs of the correspondence. We are currently having issues with users not using the household function correctly and that would be ...Reviewed: Voting Open
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Increase the brightness for the Constituent Density Map
Currently when using the Constituent Density Map the zero density overlay is very dark. If possible we would like to increase the brightness to be more user friendly.Reviewed: Voting Open
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Allow Default Confirmation Screen and Default Email text in the Event Registration Form (SP 11+) to be set by the System Admin.
Our alumni office manages over 200+ events a year, and it would be a much more reliable option for them if we could set up the default confirmation screen to include standard university language instead of having to edit it each and every time we ...Reviewed: Voting Open
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Add credit card logos as trust markers under the payment method on Blackbaud Checkout
Currently, on the Blackbaud Checkout, it does not show the logo of credit card brands underneath the payment method to let the donor know what credit cards the website will accept. It only shows the credit card brand once the credit card number is... -
Add an option to output Merge Letters to FTP from processes such as the Acknowledgement Letters process.
This would allow for users to bypass having to manually download the Merge Letter from the process history and have it automatically uploaded to an FTP folder. -
Allow Recognition Credits and Recognition Credit Types to be required fields in Revenue Batches
Our organization would like to require Recognition Credit and Recognition Credit Type in Enhanced Revenue Batches. At present, Recognition Credit and Recognition Credit Type are tasks at the top of the batch which can't be made required in the Bat... -
Allow the ability to associate a time zone to an application user
We are exploring the Outlook integration in BB CRM and users would like the time zone to default to their local time zone instead of the default of Eastern for our organization. We can associate a specific currency to application users. It would b... -
update the Configuration Export functionality to allow selections for other objects.
Currently, the Configuration Export process does not allow users to select individual or selections of objects for certain categories such as Batch Templates and Import Processes. It would be beneficial to be able to only export selected instances...Reviewed: Voting Open
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BBDW - FACT_OPPORTUNITY should include Accepted Ask Amount
FACT Opportunity includes the opportunity amount, the expected ask amount, the ask amount but does not include the accepted ask amount field. Field is needed for opportunity reporting.Reviewed: Voting Open
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On the research request form, allow typing in the lookup ID in the Prospect field to locate a record, rather than requiring either their name (which often leads to a search screen) or clicking the magnifying glass and THEN adding the lookup ID to a search screen.
I would like to be able to just type or paste the lookup ID directly into the Prospect field and have that record come up automatically without the extra clicking & searching.Reviewed: Voting Open
