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Address Block vs Address in Export
We need to be consistent. Address Block should be the same in Mail as it is in Export. Currently Address Block in Export = Address, not Address Block.0
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Add a "Save as" feature to Action Default Set
so that when we want to just tweak a Default Set, we don't have to reenter every single field again.2
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New integration for mapping software similar to MapPoint for RE
MapPoint was a fantastic software for locating donors and alumni and the integration provided by Blackbaud was indispensable. Now that MapPoint is not supported by Microsoft, another software would be a great option for users.2
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Add the option to make the GENDER field in INDIVIDUAL RELATIONSHIP/CONTACT records required.
Making the field required will help remind the users to populate the field when they update the record.1
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top donors report
Top Donors Report - Add the ability to only include donors who have given a certain amount or above (ex: $10,000+) rather than just by a count or percentage. Also, please exclude the grand total on this report, or add the option to exlude it as it...4
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In the dynamic constituent query, add fields in "equals" for "Last Fiscal Year," "Last Fiscal YTD", "This Fiscal Year," and This Fiscal YTD"
Does anyone still report calendar year besides the IRS? Everyone can define their fiscal year (calendar or not), but defaulting to calendar year reporting in queries makes a lot of extra work for multiple recurring queries.1
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Give the "Inactive?" "Primary?" and "DNC" Check boxes in BIO1 tab the ability to be hidden
This checkbox has created a lot of issues with our mailing lists and our phone list queries. As an organization we do not want to use this feature, however there is no option to deactivate it or hide it from view. If we were able to do this it wou...0
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Ability to close a month and year in RE even if we don't have financial edge
Would like to be able to close a month and/or year, without having to have financial edge. We have experienced date discrepancies in previous years and if it is not caught, our years past could be skewed after we have balanced. Would like at the g...2
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Recurring Batch check box
When creating a recurring batch, It would be nice if that recurring batch box was not defaulted for all the future batch creation. As soon as you create one recurring, you have to remember to unclick the next batch or you could create multple recu... -
RE Mobile App Action Notepad Type
We would like the option to select an action notepad type according to our processes. This is from an email one of our IT personnel provided. "I cannot change the Mobile app note. That is a default and there are no options."1