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Create the ability to open multiple participant records at once
We frequently have users register online in a way that forces us to need to consolidate participant records. That's a long story for another time. But it means that I have to manually move information from one participant record to another and the...0
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Email - status / subject / document name
Linking with outlook is great and should save time... but.... we still have to go into the constituent record after each email to update the action... status / subject line / document name etc. It would be helpful if you added a few extra options ...2
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outlook
For those of us whose RE is hosted by BB, enhance the SMTP Relay version of Outlook integration so it is full-featured. We don't want to have to use Outlook Anywhere in order to be able to send Action reminders to someone's Outlook calendar.0
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Support a Hybrid environment for Outlook
Currently Blackbaud does not support Microsoft Exchange 2016 or Office365 for RPC over HTTPS integration. This would indicate that the site would have to use SMTP Relay. Also Blackbaud doesn't support hybrid on premise environments either so you w...0
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Biographical phones/ emails - date last changed and column control
The 'Date Last Changed' column in the Phones section of the Raiser's Edge has proven to be disadvantageous for our users. Any time any little thing is changed such as the phone type or a comment is added, the date changes, but subsequent users hav...0
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folders
When saving a query or export, have the ability to change the default setting to a named folder instead of the general folder.0
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Flexibly pair payments to installments in recurring gifts
When a payment gift is incorrectly applied to a recurring gift, there is no way to fix the schedule if it the error is discovered at a later date, especially if additional payments have been incorrectly applied to installments after the initial er...0
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Ability to change email text in subscription confirmation email
It will be much more welcoming than simply confirming a sign-up since it might be the first correspondence the constituent has with us0
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Email notifications and transaction receipts from BBMS
I know this isn't necessarily the best place, but it's a suggestions nonetheless. In our old system (Authorize.net), if we processed a credit card in-house, the donor and relevant people in our org would still get a notification email. With BBMS...0
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Expand the 'Define Constituent Fields' options (when entering a Batch) so we have more information on each person.
When entering a check batch, I would like the ability to see (under Define Constituent Fields) the ability to see Bank/Financial Inst information. We will be using PaperSave soon and it would be so nice to be able to see their bank information as ...2