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add query output for installment balance as of specific dates
Add query output field for installment balance as of a specific date or date range. Currently, users can specify pledge balance as of specific dates, but not installment balance. For my use, I need to query for installment balances for this fiscal...3
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Envelope in mail
In Mail, include more of the common envelope size offerings (ex A2, A7) that are used for notecards, invitations, etc. to allow printing of envelopes directly from RE without creating an export.8
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Adding Corporate Matching to the Donation Page.
The donor being able to added matching information when making a donation.0
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Add ability for donors to update recurring gifts (amount or credit card) or terminate their gift
It's confusing initially and then very frustrating for donors to NOT have the ability to modify or terminate their recurring gifts when they choose. It creates a sense of distrust in us if they can't do this themselves. It's also much more work fo...0
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First Name field should search the Nickname field as it does in RE
When processing Event Registrations Transactions, the Find Constituent should work the same as the search window in RE Records. If I check first name for searching, it should automatically search the Nickname field as well as the First Name field.1
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Booking Planned Gifts
At our organization, we book a lot of planned gifts into Blackbaud. When an estate informs us of the % we will receive and then confirmation of assets, we calculate the amount of the planned gift and enter it in Blackbaud. When the cash comes in, ...1
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Attributes tied to a registration should transfer over for those who are already added to the event record as invited.
If you download an event registration for a participant who already is on the event record as invited (previously added by a user), any attributes tied to the registration should transfer over and not be lost. It's important to track who have been...1
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Recurring reminders for Billing and other tasks
It would be great to have a recurring action reminder feature to remind us to do something every year for a specific donor, such as invoicing in a specific month, etc.0
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Extra Label Templates
The standard template for labels that we use is Avery L7159 (3 x 8) which isn't available as a set template. Currently the only solution is to export required data and then generate a mail merge from that. Even having a custom template for labels ...3
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package
Auto-populate packages on batch When entering gifts on batch it is extremely cumbersome to have to choose the package each and everytime. I suggest that if someone has received a specific package (so is in a specific segment) that in batch this f...4