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allow users to configure defaults for when a solicitor is added to a payment
Currently the solicitor is added by default when paying a pledge. This causes solicitor amounts to appear as doubled. We would like to set defaults so that solicitors are credited with the payment or the pledge but not both.0
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Allow Web Dashboards to show dates in standard format with NO time stamp
Web Dashboards in Blackbaud CRM ONLY display dates with strange formatting and a mandatory time stamp. A CRM Web Dashboard displays dates like this : 2017-03-27T00:00:00 instead of displaying it as 03/27/2017, which is how that same data list sh...1
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Enhance the new Enqueue feature to include scheduled processes and queues
This will allow users to have control over running processes and still utilize the Enqueue benefit of seamlessly running in the background.2 Reviewed: Voting Open
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Improve the Export Definition File Layout Report to accurately reflect updates/changes to the column order
At present, an export definition has its columns re-ordered from their original position as fields were added during creation, the Export Definition File Layout Report will not accurately reflect the export definition's column order. My organizati...1 Will not implement
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Allow Membership Contribution Process to pick up revenue from constituent removed/dropped from membership program
When a constituent is removed from a membership, the member is marked 'IsDropped' in the database. At present, revenue from dropped members is not processed by Membership Contribution Processes for the same membership program. My organization woul... -
Add option to Recognition Programs to allow "member consecutively since" field to be based on cutoff date logic rather than calendar year
If a constituent joined a recognition program at the end of the year and the cutoff logic and expiration date treat this as membership for the upcoming year, then there should be the option to also allow the "years of consecutive membership" field...1 Reviewed: Voting Open
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Allow the ability to allow users to set the weigthage on the duplicate matching process
The current duplicate match weightage is calculated automatically and puts more emphasis on name and address but with the changing landscape of online donations a lot of donations are done where addresses are not captured and this skews the matchi...2 Reviewed: Voting Open
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Code table for the Source of the assets
The source from the wealth and ratings assets section is a free text field that is used for calculations. This needs to become a code table because users may misspell something or cause other issues.2 Reviewed: Voting Open
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provide the ability to globally assign recognition credit from an event to a particular Individual
There is no way to default recognition credit onto revenue associated with a particular event for a particular Individual. Salvation Army Eastern Territory would like Robert Falzon(Individual) to receive recognition credit for all revenue applied ...0 Reviewed: Voting Open
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Default payment settings from commitments
When a payment is made on a commitment (whether in batch or not), the payment’s recognition credits, payment method, campaigns and tributes should be defaulted from the commitment.1 Reviewed: Voting Open