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Make automatic action from a Microsoft Word Doc (gift thank you letter) editable before it is saved in Actions
Currently the action created for a Gift Thank You Letter (when created right in a gift) is very bare bones. It only has the Category as Mailing, action completed date filled in, and the word document attached. However the letter does not translate...0
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Change Cash gift type entries to Pay-Cash automatically
When working in batch, if you enter a gift and then link it to a pledge, the type remains 'cash' until after the gift batch is committed. Our finance team reviews batches and needs to see that the gift has been applied before the committal takes p...0
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Add an "Undo" feature to retrieve a deleted gift
If a gift is inadvertently deleted, there is no easy way to get it back. I was intending to remove the soft credit on a gift and I inadvertently deleted the gift. Doing a full database restore seems like overkill just to retrieve this one transact...0
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Allow to exclude an attribute without a description included in a standard report
We use attributes to group our gifts in ways on which we need to report. But the attribute is the grouping tool and by requiring the description field to have data when building the report, it makes that field useless to us. We can't use it to dif...0
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Allow bar codes to be exported via export and Blackbaud Report Writer Database format for use in Crystal
We need a variety of unique fields when creating appeal cards and pledge reminders. So we do appeals using a mailhouse and pledge reminders in Crystal. It would be nice to have bar codes created so we could scan the appeals and pledge payments dir...0
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Global Add for Tribute Gifts
We receive gifts through many different sources, we can query and segment these gifts but cannot do a global add to match them to tributes. It would be beneficial to have this as an option in global changes.0
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Provide a button on each gift to email/print a receipt for easy access
Provide a button on each gift to email/print a receipt for easy access. Many times someone need a single receipt and this would make it one step rather than doing all of the normal steps.0
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It would be good if you could Import a constituent batch into a gift batch for more efficient gift entry or if you had the ability to do both in one.
Save time, effort and duplication of process0
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Add receipt amount in the appeal and/or package record so it will automatically populate in the gift record
This is beneficial for ticket sales, etc. where the receipt amount is different than the gift amount. It would prevent errors associated with adding it manually especially since this amount is used in the acknowledgement letter.0
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Allow users to change gift type
I just discovered that someone incorrectly entered more than 600 gifts-in-kind as Cash instead of Gift-in-Kind. I don't have time to delete and reenter 600 gifts that include unique items in the Reference field. This is causing a problem in my rep...0