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Create a merge field for webform receipts that includes the text entered by a donor in the webform comments field.
We utilize donation webforms for online tributes, and we ask donors to enter the information about the tribute in the comments field provided in the webform. It would be great if we could then include those comments in the email receipt that is au...Reviewed: Voting Open
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Ability to add email addresss or phone number to BBIS Email Notification
When confirming the CRM ID # within CRM -- only having the donor's address sometimes is not enough information. Another identifier would be helpful. All those that enter gifts would benefit from this extra bit of processing information.Reviewed: Voting Open
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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.Will not implement
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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 ... -
Allow plan participants and primary contacts to be viewed through Fundraiser on the Go
View the associated plan participants and primary contact information through FROGReviewed: Voting Open
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Paste an Outlook message to the notes field in CRM
It would be helpful to be able to cut and paste an Outlook message directly to the notes field in CRM without first having to paste it to notepad to remove any word formatting that Firefox does not remove. If you try to paste it directly to the No...Reviewed: Voting Open
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Add sum total of all notes and attachments from all related documentation in the Documentation and Interactions tile
Our staff have expressed interested in having the counts of notes, media links and attachments in the documentation and interactions tab reflect the total number of notes, media links and attachments that are reflected on the documentation summary...Reviewed: Voting Open
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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.Reviewed: Voting Open
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Add 'Date opened' field to Community Emails Received node in Ad-hoc Query
This date is visible when we look at an individual record on the Constituent record / Communications tab. E.g., when we expand a particular communication it says 'Opened: Yes - 18/08/2018'. It would be useful to be able to query on this date. -
Add configuration that allows additional filter criteria to be added to export definition
Many users need additional filter criteria to be added to export definitions. Instead of always playing catch up and continuing to add new filter criteria one or two at a time, a configuration that allows you to select field that are needed in exp...
