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Create a batch for actions, editing or adding notes to multiple constituents for the same appeal/event/date
allow to add notes to multiple constituents at the same time through a batch or query0
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Use custom HTML in marketing email builder
We currently do not use the Marketing Email builder, as it is not sufficient for our needs, but build our emails in MailChimp and use Chimpegration to sync the RE database with our mailing lists. This is not ideal though as it is a pain to maintai...0
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Converting a non-constituent relationship to a constituent relationship.
Would like to be able to change an existing relationship between a constituent and non-constituent to one between two constituents, perhaps via global change or merge.2
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Ability to Import Phone Comments and Phone Dates
Neither of these fields is available to import when updating phone information. After phonathons we get a file of all the invalid phone types and do an import to change them to the appropriate Former type (e.g. Former Home, Former Cell) and would ...0
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Add functionality to search for duplicates by address
Add functionality to search for duplicates by address2
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In Query, allow a date range to be applied to Largest Gift
I need an accurate query because I want to use it in a global change. I need donors' whose largest gift was at a specific amount DURING A SPECIFIC TIME PERIOD, NOT largest gift EVER at that specific amount. After doing the global change I will hav...1
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Assign solicitor to tracked action in Outlook
When you use the Blackbaud button it Outlook - the action should be assigned to you as the solicitor.0
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Give the option to create an envelope document when creating letters in the mail function
It would be very helpful to have the option, when running donor acknowledgement letters, to be able to also create the document of the envelopes that would be needed to mail them.1
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Allow Import of Word Documents into Mail/Donor Acknowledgment Letters
We use digital letterhead templates that cannot be copied and pasted into an existing document.0
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Event mobile app
Currently on the Event iPad App, the iPad will only show the first 500 registered to the event. Suggest having a "more" button to click to see the next 500 registrants, or do not limit to only 500 showing on the iPad. It takes too long to search f...2