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Add scanned document to actual "gift record" instead of constiuent record
We have a need to attach very specific documents to the actual gift record. It appear we can only attach documents to the constituent record right now.0
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Automatically notify a solicitor on a constituent's record when a gift has been committed on that constituent's record
This would benefit the entire development operation by streamlining and automating communication. MGOs would receive immediate notification (if they are a solicitor on a record) when a gift is made, so that communication from the gift processor to...1
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Make Gift Subtype accessible in all REPORTS and in RENXT as a filter.
So many gifts are entered with Gift Subtype to further define them, but we are unable to easily access the gift subtype in standard reports. It would be great to be able to include/exclude base on that criteria. Using a query for that function is ...1
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Add the ability to test a donation form, without affecting other active forms
Currently, one has to put the Blackbaud Merchant Services into a test mode to test a form. That means that any other active form on one's website is in test mode, so that actual donors attempting to use other forms will get an error.0
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Adding Venmo as a payment option
Our Foundation Board and donors are increasingly calling for Venmo as a payment option - esp. for reaching younger potential donors. Is there progress being made on this front? Or, if not an option in the near future, an integration with 3rd party...0
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Reminder Messages for Certain Campaigns/Funds
Would love having the ability to set a reminder "pop-up message" when entering to a certain campaign or fund. For instance, when entering a gift to the "Middle School Campaign" that I can design a reminder that says "Gifts greater than $150 are el...0
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adding decimals into number attributes
currently we have an attribute for % of estate on our planned gifts. if someone has left us 2.75% of their estate in their will - we are not able to record it in the attribute currently. This seems very outdated and frustrating.0
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Add a Gift Benefits Report, so that you can track Benefits and Fulfillment Status by Gift.
As far as I have seen, Benefits on gifts given in response to a certain Appeal Package have to be manually pulled into that gift in order to actually show up as having been promised. This allows for customization of Packages, which is great, but I...0
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Do not allow for EFT batches to be Committed without Authorization Codes present
This would be useful because without it staff are able to commit EFT credit card transactions to Raiser's Edge without the transactions actually being processed and banked. Potentially we will issue receipts and thank you letters, and we have not ...1
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Split Gift and Tribute as 1 Line Entry in Batch
We receive with a portion designated for a specific fund and a portion in memory/honor of someone. If added as one line entry in RE batch, the gift total for the tribute is incorrect (reflecting the total given, not the amount for the tribute-this...0