-
Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual.0 Will not implement
-
Update the Giving Summary title for the Corporate Information report to Revenue Summary
From a user’s perspective, it’s counterintuitive that the “Giving Summary” report includes all revenue, when the term “gift” denotes a subset of revenue by Blackbaud’s own definition. Please consider this recommendation to change the title of ...0
-
Email Messages: add timestamp as column in Message Opens report
In Email Messages, from the honeycomb report - the Open report. Add a column for the open timestamp so that it is part of the report that can be downloaded and further analysis done on when constituents are opening the message / how long after the...0 Reviewed: Voting Open
-
Email Messages: update honeycomb Clicks report to add timestamp and all clicks for an individual
Currently, the Clicks report off of the honeycomb report for an email message in BBIS is only showing the first click per individual. We'd like to see all clicks for each individual listed, as well as a column for the timestamp of when it was clic... -
Add Event Information fields to the Team Fundraising Team query view
My organization would like event information fields in the Team Fundraising Team query view. The Team Fundraiser query has a significant amount of event fields available and it'd be helpful to our organization if we could get this information in a...0 Reviewed: Voting Open
-
Update related contact work addresses when the linked organisation's address is updated.
Update related contact work addresses when the linked organisation's address is updated and is identical to the related contact's work address: A constituent shares an organisation's primary address. The organisation gets a new primary address (mo...1 Already exists
-
add a feature permission to grant or deny permission to refund a credit card when saving a payment adjustment
I’m looking to lock down the ability to refund card on save and there doesn't seem to be a specific feature permission on this. If the user has rights to the Edit form they will be able to mark or unmark the box.0 Reviewed: Voting Open
-
Ability to add coding to buttons for better conversion tracking
it is important for school to measure success of programs beyond page visits/views, etc. I would like to suggest adding the ability to embed google analytics directly to buttons so we can track on conversions rather than just getting to the page.0 Reviewed: Voting Open
-
Allow for entry of more than one transaction note at a time during batch entry (Enhanced Revenue Batch)
We have requirements for adding a few different documentation notes on transactions (like conditions on a pledge and thank you note information from the fundraiser). If we have more than one type of note to add on a transaction in batch, we have t...0 Reviewed: Voting Open
-
Do not drop "Given anonymously" indicator when constituent is changed in an BBIS batch
When a constituent is manually selected in a BBIS batch, the "given anonymously" indicator is removed from the gift. Since this anonymous indicator is at the gift level (not constituent level), the anonymous indicator should remain after the const...0 Reviewed: Voting Open