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Please add the system statistics that are currently in database view to webview
We use this to make sure we are not going over our allowed amount of constituents, but the other record types and totals are useful as well.3 Reviewed: Voting Open
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Allow us to set default campaigns, funds and appeals
Like in database view, we need to be able to set: For campaigns, a default fund and appealFor funds, a default campaign and appealFor appeals, a default campaign and fund This is essential to ensure speedy data entry. Web view gift batches make us...0 Planned
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Change Action Categories
The category Advocacy was added to our actions - we don't want it or use it -we should be allowed to get rid of categories or change their names.0
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Email Platform - name merge
that would be helpful to be able to add any spouse to a greeting of an email!1
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Export Gifts by Fund from Fund Record
In Database view we can export a list of all gifts to a fund from the fund record. Please transition that feature to Webview.0
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Additional Salutations/Addressee
We want to be able to include more fields on additional salutations/addressees so that they can be used to produce name badges and seating plans for events. Ideally we need to be able to include "subject of study" It would also be helpful to be ab...0
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Education COG not available to users without Edit Rights
The ability to access the COG on the Education tile should be available to users with View only rights. According to BB Support, only users with Edit rights are able to access the COG and change how the information is displayed. This doesn't make ...0
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Add date to search field when selecting query in report
Please add the date added as a search field for queries in reports. Any where in the software that allows for selecting a query there should be a date added option. Often you create a query, then go to export or reports to the new query. There is ...0 Reviewed: Voting Open
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Add Gift Constituency Code in WV Batch
For our organization, tracking the gift constituency code is essential for accurate reporting. This process is straightforward in DBV batch, where the field is readily accessible. However, in WV batch, this field is not available, which makes tran...3 Planned
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add constituent ID as the available columns in gift reports
Our consitituent IDs reflect alumnae graduation years, and it would be helpful if we could include the IDs in addition to constituent names on gift reports. Currenlty, it's not an available option when adding columns.0 Reviewed: Voting Open