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Monthly comparison fundraising reports - with at least 13 columns.
Management needs to know where to put future fundraising efforts and they want to see progress compared to last year, by month. When should we be concerned about the total committed-to-date for an annually recurring fundraising effort? This repor...0
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gift aid rules
Would it be a good idea to provide a function to print/display (in a user-friendly format) the gift-aid rules that are set-up under business rules in config. Our Finance team currently have no visibility of how the rules are set-up and I don't wan...0
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Planned Gifts to Link to Cash Payments via Batch
We're using 'Legacy Gifts' (eg 'planned gifts') to record promised money but when we add a cash payment, via a batch, it's not prompting like it does with recurring gifts to link this cash payment against the legacy (and also update the totals). ...0
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have both state and county on record
Why is it not possible to have both 'state' and 'county' on a record? That's crazy!2
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Do not default 'to' date for constituency codes to date a record is marked deceased
When a record is marked as deceased, at save the 'to' dates for constituent codes auto fills to current date, regardless of date entered as date deceased. Would like to be able to enter the date of death, save and have the date for the date of dea...1
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query on spouse summary giving
Note: there should be a category in Discovery for query I would like to be able to query on summary giving of a spouse. I have some where the spouse and the individual give separately and querying on the summary giving of a spouse would be import...0
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Update the Phonathon Form
I've used the same phonathon form for years. Am I the only client that uses it? It is hopelessly out of date and now no longer seems to pull phone numbers correctly. I just ran a phonathon earlier this week and mobile and home phone numbers that e...1
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Have the Display Name on OLX donation forms show up in the confirmation and thank you emails in addition to the gift amount
We have an adopt an animal program where there are several different species that can be adopted, but at the same gift amount. We tried having the different species listed as display name, and each gift amount was the same ($100). When we received...0
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phoneathon forms
I'd like to be able to add appeal codes to phoneathon forms (those that are pre-fabbed by Blackbaud) so that my data entry clerk knows what appeal and package to attribute a gift to once the perforated piece is returned with the gift.1
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Add an option to override automatic address validation for specific addresses only
Sometimes, AddressAccelerator validates an address incorrectly but automatic address validation prevents the address from being manually corrected (the address will automatically revert to the validated version before the record is saved). Also, w...1