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Online Donations on behalf of Orgs checkbox on the Excel sheet
When a donation is received through the website, and the user checks the box that this donation is made on behalf of an Organization, it would be beneficial to see that request on the Excel file which can be downloaded from OEX. Currently, when th...0
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Collection Tub/Bucket number generator
This would be very useful to have. We would be able to keep an accurate and correct log of all collection tubs that go in and out. It would also be handy if we could pull a report from this so we can do sweeps and keep on top of them. The number g...1
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Add fields for donor recognition listing on each record
Add fields that are a cross between addressee and constituent attribute that would allow user to record desired donor recognition naming in one field for individuals and organizations. Would like to be able to pull name like an addressee yet recor...2
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Creating multiple letters for a single gift
For every donation we receive, each donor is scheduled to receive a 1st thank you letter and a second update letter to demonstrate exactly how their gift has been allocated. Unfortunately, you can only generate and save one acknowledgement letter ...1
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Be able to query on total number of years
Total number of years is only available on a constituent summary and would be nice to be able to run normal reports on or query on.0
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Ability to change eReceipt doc name
It would be very helpful to be able to use a specific document name for the attached PDF when sending eReceipts. If a donor simply gets a 1-16.pdf rather than org_name_receipt_34.pdf receipt, it just doesn't have a personal touch and doesn't offer...0
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Ability to query shared addresses
Our office tried to identify all shared addresses between former parents and alumni so we could unshare them and query does not have the ability to query the field that indicates they are shared. It would be very helpful to do that so we could ide...0
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Default font size for 12 point and up for mailouts and receipts to keep BB accessible to all
It will benefit everyone as the accessibility is a key for including everyone disabled or not.0
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Social Media sharing for Online Express
Allowing people to share their marketing email through social media would be a great way to get our organization's events seen by more people in the community, in turn getting higher attendance at events and increasing our fundraising! This is a m...1
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Search Non Constituents (realtionships) in the search screen
It would be useful for anyone who needs to locate a record who may not be a constituent but who is an important relationship to a constituent record.5