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Add phone number field to the e-mail receipt form following the address lines
Follow-up to thank a donor requires a phone call ASAP after receiving notification of a new donation. Having the phone number on the receipt saves time and effort spent on searching for it in the donor's record. Many times, the phone number may no...0
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At a Glance Gift Information on Constituent Page
Ideally, when one pulls up a constituent, the giving breakdown should also have a quick total of current Fiscal and Calendar Year Gifts. As we reach a calendar or fiscal year end, our office receives numerous calls asking what a donor's total is f...0
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Make it easy to see date behind report insight
It would be great to be able to see the data that is generating a particular insight in a report. For example, I am building a performance report for my fundraisers and have an insight that is supposed to show a bar chart of all asked opportunitie...0
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Workflows: Specific person if no solicitor
When you create a workflow, you can assign to first assigned solicitor, all assigned, or one specific. It'd be extremely helpful to assign to solicitor(s) and then a specific person if no solicitor is assigned. Helps with unassigned therefore inco...0
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Add ability to delete gifts that were keyed with the incorrect type code
Add ability to delete gifts that were keyed with the incorrect type code0
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Giving vs. Giving History
I'm not sure why the giving was separated into two panels but if it's going to be this way can you at least change the panel that's now called Giving to Giving Summary. That's really all it is and just calling it Giving is misleading. Someone new ...0
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Move Appeals to the Actions & Notes Tile
I would love to see Appeals included in the Actions & Notes Tile. Functioning in much the same way, where you can see all three types mixed together, or select which of them to see. I get that Appeals on a Constituent Record aren't Records in ...1
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Add Gotham Bold, Gotham Book and Klint Pro Bold Condensed to Word Letters
We are hosted by Blackbaud and we can not use our organization's font when creating ackn. letters in configuration. Please add the following fonts: Gotham Bold Gotham Book Klint Pro Bold Condensed Or, allow us to download the font for the versi...0
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Add more fields for search criteria in OLX Constituent Matching and OLX Giving Form
Class Off, Spouse FN, Spouse LN, Spouse Email, Maiden Name, Nick Name, Spouse Nick Name1
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Allow receipt date in web view Gift receipting to be configurable
I need the receipt date to be the gift date1