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soft credit
Expand export fields for the soft credit recipient to include the typical constituent data: bio, alum, constituency, solicitor, summary fields, etc. Thanks!0
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Excel Add-in
There is an Administrative Utility Excel Add-in for server maintenance. I need for that to exist for "normal" RE users. Quote "With this tab, you can select ad-hoc queries, data lists...from the program to pull data from your database into a spr...1
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Add 'maiden name' to search category the way that DonorPerfect does. Makes finding an alumna easier.
Add a category of 'maiden name' to search field (DonorPerfect does this). Particularly for schools, this is an important function in finding an alumna.3
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Donor Acknowledgment Letters - Mail
Please add the Option format as Addressee to the Soft Credit Recipient to have the same format Addressee for both Primary and Spouse (soft Credit donor) on the Donor Acknowledgment Letter - Mail2
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contact report
Create a contact/call report form connected to an Action so you can file your contact/call report directly connected to your Action. This will standardize the contact/call reports filed by development staff and connect them directly to an Action. ...1
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I want to choose the Opportunity when I create a new Action from the Lists>Actions view.
When creating a new Action from the Lists>Actions menu, I would like to choose the appropriate Opportunity after I've selected a Constituent. Otherwise, I have to go to the Constituent record to create the new Action, or I create the Action fro...0
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Don't connect Incoming students via Connect RE until they have matriculated
The current programing pulls in Incoming Students (folks who haven't set foot on campus yet in some cases) via Connect RE and according to BB Support, there is no way to turn that off. It is unethical and inappropriate for students who have not ye...0
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Allow Online Express to Accept Payments to Begin at a Future Date
Give donors the option of signing up for a pledge or recurring gift today that does not begin until a future date. Example: Today is 1/1/15 and our Online Express gifts process on the 15th of every month. Jim wants to submit a pledge but doesn't...0
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Ability to share dashboards with users with supervisor rights
When a user has supervisor rights they cannot access shared dashboards with other security groups, and they cannot be assigned to a security group, which means they cannot access of review dashboards to be able to troubleshoot1
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Please allow for Membership description to be shown in Bullet form
When benefits are listed in bullet form it gives clarity to the page when Membership posted instead of current option of being a very long run on sentence, that needs to be fixed by an in house web designer0