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duplicate results screen changes
While I appreciate the changes to the screen in 7.92 when adding a new record which is a possible duplicate - there is still some confusion. Add as a new record vs. mark as not a duplicate. Are they not BOTH adding as a new record? When would som...0
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Search for constituents with spaces in their last name by last name in the mobile app
Currently in the Android app, if I search for someone with a space in their last name by their last name the result is searching for only the letters after the space. So I have to know a first name in order to search for them from the app. I shoul...1
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follow up
A few years ago I bought a CRM that worked extremely well for my needs. On that was a button that I really miss in RE. It's a quick "follow up" button. Once that is clicked it takes you to a prompt to follow up from that email. In RE to create tha...1
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Post profiles of the support technicians on your support website
I'd like to know if the technician assigned to my case has the skills and experience necessary to address my concern at the right level. With all the Blackbaud products and integration, not everyone can be an expert in all Blackbaud areas. I'd lik...0
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Saved Parts on Custom Views
When creating Custom Views, you are able to save parts so that you can use them in other Custom Views. These are then shown under the Saved Parts header in the Additional Objects. It is very frustrating that you are not then able to delete these p...1
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Global delete timesheets
If time sheets are mistakenly imported multiple times, there is no way to globally correct this. We musty go into each record individually and delete one by one.0
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Export Letters in the Order of How the Constituents Were Entered Into the Batch
Currently, after you commit the batch and merge to generate the receipt and acknowledgment letters, RE outputs the letters in an order that's different from how they were entered into the batch. We need to pull letters regularly from the batches. ...0
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Ability to create donation forms in other languages.
A client would like to be able to create donation forms in other languages since they have a large number of international donors.0
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User Defined Message not meaningful to Donors
Add a User Defined Message Column in the quick letters segmentation tab that would coincide with the package IDs. This user defined message would print on the remit we send to our constituents but would not be meaningful to them. This way the labe...1
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Membership tools needed: merge, adjust, move, global actions
Membership management is really limited, and it's difficult to fix mistakes quickly and accurately. We need the following tools: 1) Merge memberships - we have members who dropped their memberships in the past; but when they returned, a new member...0