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removing deleted user dashboards from shared dashboards-better supervisory rights
Currently, as confirmed by BB Support, you can not remove/delete a dashboard created by a user who has since been deleted from RE. Their dashboards appear on the shared dashboards list and can not be removed from there. I tried to recreate the use...2
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PDF and Emailed Statements to include: No goods or services.....
A Donor specifically asked this week for that to be shown on his receipt-statement, which is logical: No goods or services were provided to the donor in exchange for the above contributions(s).0
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Allow the pledge reference to automatically insert into the installment payment reference.
Currentyly the "Ins of 02/05/2010" is what appears automatically in the installment payment reference, but I need the option to have the pledge reference automatically applied onto the payment reference as it does with a sigle installment.1
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Allow us to apply recurring gifts to pledges
Some of our donors fulfil their pledges by using a recurring gift. We would like to apply these gifts to the pledge (as well as getting all the benefits of using a recurring gift). I can't see this idea anywhere, but feel free to let me know if it...3
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Chage Education "Campus" field to a drop down table
I'm Hoping Blackbaud will allow a drop-down table to be added to the campus field on the education tab3 Already exists
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Need to keep the grad year in the record of a withdrawn student
When processing a withdrawn student from Core through Connect RE the grad year that was in the education area is deleted. Advancement uses this area to review what year a withdrawn student would have graduated.0
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Change the default sort order of Assigned Appeals
When users select their preferred sort order of Assigned Appeals, it only applies that preference to the one record. The quantity of assigned appeals that we have per record means that the vast majority go off screen and the default has latest ass...1
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Ability to export only the most recent Proposal and Notes
Currently, there is no way to export the most recent proposal for each constituent. For example, if a certain constituent has 2 proposals, and I only want to export 1, RE will export the older of the 2 proposals. The same is true if I have multip...2
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Add Constituent ID as a search field in Events: Participants : Find
Add Constituent ID as a search field in Events: Participants: Find Currently you can only search via name and event id etc.0
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When using 'copy preferred address to alternate' remove old address data from the fields of the new address
I use the copy preferred address feature a lot. I like the pop up saying the address was copied but also wish the fields were cleared in the window for the new address. Having empty fields helps me to see that I've entered all new address info and...2