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Add solicitor field to notepads
Add a field for notepad solicitor so notes that are assigned to a specific solicitor can be queried on. We use notepads to track random notes from our volunteer solicitors regarding strategy, helpful hints, etc. in their assigned prospects' record...0
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I would like to be able to query on how one RE field relates to another RE field.
I think it would be great to be able to query based on how one RE field relates to another RE field. For example, I'd like to be able to pull all pledges where the amount written off equals the full amount of the pledge so "Write off = Gift Amount...0
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Not requiring contact info for guests on event records of donors
Currently, it is not possible to add as a required field the address for the donor, but not putting the address as required for the guests of this same donor. We have many events where we require contact info from the donor but do not need it from...0
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Have security by constituency functional to remove gifts by a matching gift donor.
Security issue: constituents who are restricted by a security group in RE by Constituency, can't see the gift those who have been restricted have made for example fellow employees, but a matching pledge has their name auto populate in the gift rec...0
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Add back feature to activate and deactivate restricted use like we had previously before BBID log in
I have 2 people who started as temps and were given limited access in RE 7. Since the switch to BBID login - they've become permanent employees and I have no way of giving them unlimited access now.0
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Allow a linked relationship to have its own address different from the organization
ABC plumbing has an ORG record. Mr. Smith has an IND record, and is linked to the ABC plumbing record because he is an employee of the company. When opening Mr. Smith's relationship record within the ABC Plumbing record, I would like to see Mr. Sm...0
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Add Name Tags to NetCommunity Registration
Link up the place card/name tag section in events to NetCommunity. We currently have to use an attribute for NetCommunity registered events and it seems a waste as there is a completely dedicated name tag section.0
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Add ability to set an amount limit for restricted funds
This would help set fund-specific targets that we can track https://kb.blackbaud.com/knowledgebase/articles/Article/1896850
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Taking card payments
It would be great for our Gambling Act duties if the system could detail whether a payment was credit or debit card.0
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Make the Default Color Palette Your Organization's Color Paletter
Allow organizations to set their own default color scheme. Rather than needing to change the color scheme for each report to match our color palette and branding, let us customize the default color scheme so it's right there every time.0