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Request for pledge split payments/gifts to pull the correct GFLink via Import to Query report
This save hours of data manipulation to capture multi-year pledge payments by installments due and payment made by year. Please note canned reports does not allow custom manipulation. Please let me know if there is a method. This is an ongoing iss...0
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End of Year Summary by Tax ID (or fund ID)
We have multiple tax IDs in one database. I'd LOVE to use the new-ish feature to email year-end statements, but we need to be able to group by funds that go with each tax ID. Thank you for considering!0
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create summary profiles for event attendees
I might have missed this but is there a way to create a summary report for profiles for event attendees? Ideally, I'd like to include a picture, giving history, workplace, relationships and if they attended previous events. At your organization ...0
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Ability to link assigned solicitors to spouse
A user would like the ability to link a constituent's assigned solicitor to their spouse and/or other relationships. This will expedite data entry.0
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Attach a date to solicit code
This way outdated solicit codes can be tracked and codes that may have been added by mistake could be easily discovered.1
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Query & Export should include Last Constituent Appeal & First Constituent Appeal groups, like it already does for GIft
Querying and Exporting using Constituent Appeal is limited, so data has to be exported into Access or Excel. This would solve https://www.blackbaud.com/kb/index?page=content&actp=SUBSCRIPTIONS&id=BB262766&viewlocale=en_US https://www...2
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To be able to delete errored Gift Aid submissions
We have a couple of historic claims sitting in the 'Submit Gift Aid Claim to HMRC' which were later re-run and replaced with correct data. I realise that a tick in the 'Do Not Submit' can be used, but these could be knocked out by mistake by anoth...0
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Online Express email
I use WhippleHill and Online Express for emails. Online Express is not very intuitive and is very compartmentalized regarding emails. There should be an HTML editor that does all of the formatting in one area in Online Express, like there is in Wh...0
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More font choices in OLX emails
Please add more font choices in Online Express emails.0
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When using Batch, show "Last Appeal" in Constituent Fields on the side
When you are adding a batch, you can edit the Constituent fields shown in the sidebar through Constituent > Define Constituent Fields. It would be helpful if you were allowed to add "Last Appeal" and "Last Appeal Date" so that I didn't have to ...4