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RE should automatically apply soft credit when applying one constituent's gift to pay another constituent's pledge
When Constituent A makes a pledge, but Constituent B makes a gift that is applied to that same pledge, Constituent A is not automatically soft credited for the payment (BB742611). This should be an option so that reports can accurately reflect wha...2
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Add a Gift Type of Letter of Intent
Is there a possibility of Blackbaud adding a new Gift Type of Letter of Intent or some version, so that we can book Gift Intentions w/in Raiser's Edge? This could be useful so that these types of gifts can be entered into RE. These gifts could inc...0
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Add Stricter RE Mobile Permissions
Allow Administrators to restrict which users can access the mobile application. Any user with a raiser's edge ID, and knowledge of the site key currently can configure themselves on any mobile device to access the RE mobile app; this allows users ...2
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Include Blackbaud Merchant Services Credit Card Processing through the mobile app
Include Blackbaud Merchant Services Credit Card Processing through the mobile app.3 Reviewed: Voting Open
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Alert to update addressee/salutation when marking non-constituent spouse as deceased
Business rule to alert to update constituent addressee/salutation when marking non-constituent spouse as deceased0
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Allow you to choose multiple contact types for a single person for an organization
By allowing you to choose multiple contact types for a single person, it avoids duplication when running mail lists. It also keeps you from having to add multiple relationships with the same person which looks cleaner on a record.0
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Add more characters to giving statement message section
Best practices suggest making disclosure language more than just boring legal text but to reference the impact donors make and the organization's gratitude. The current character limit of 300 only allows us to include the necessary disclosure lang...0
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Business rule to update marital status of surviving spouse when their gender is not male or female
When the surviving spouse's gender is anything other than male or female, the business rules to update their marital status don't work and their status remains as "Married" rather than updating to "Widowed." It would be good to either add an addit...0
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Allow Bookmarking of Knowledgebase Articles
Introduce functionality on KB for users to bookmark or follow articles so they can automatically be informed of updates to that issue.0
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Convert Actions to Notes and Vice-Versa
Because end users (typically fundraisers) easily confuse how actions and notes should be used, just as we can change an individual to an organization, please allow us to change an actions to notes and vice-versa on a constituent's record.2