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Separate permissions for Giving Section of constituent record
It is not ideal that every single person who can see constituent records is able to see someone's detailed giving history. This is a privacy problem.0
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Email thread syncing
It would extremely helpful to have an entire email conversation/thread sync after the initial email is sync'd from Outlook to Blackbaud.0
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Globally sort Assigned Appeals
Ability to sort all appeals by most recent (or whatever is most useful to the user), rather than having to sort each record separately.0
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Making "Your first gift will process immediately." more prominent on recurring gifts
For recurring donations using the online form (maybe be true of the database view too but I'm not sure), a note subtly says: "Your first gift will process immediately." This is quite an important note. Is there a way to make that note more promine...0
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Currently soft credits on a pledge gift do not carry over to the payments. You must still enter the soft credit recipients onto the payments
I assume this would help everyone so you don't have to complete this action twice0
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Certified SOA Security
A Certified SOA Security Specialist creates security extensions for current service-oriented architectures (SOA) with his/her expertise in security practices, patterns, and industry technologies. https://www.fieldengineer.com/skills/certified-soa-...0
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Search a Batch by Posted Amount
We currently need to match deposits with Batches entered in the system. Query only offers option to search a batch by number and description. It will be very helpful if we were able to find a batch by amount just because an incorrect description m...0
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Analyse - add expand and collapse function
It would be great to be able to produce reporting that I can move and collapse titles around for the reports so when I want to send one to a team member or wider organisation individual, I can pick the elements to include in that report. At the mo...0
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Some method to determine who and why important information (e.g. an address) is being deleted or left blank.
Not sure if there is some way of currently doing this but if there was a easy to track who and why a user is deleting important donor information (e.g. address, gift info) that would be great. Hopefully a rare occurrence and probably best addresse...0
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Allow query filter for Report Builder
Certain database view reports and exports allow filtering on campaign, fund, etc. as well as a query that defines all the desired criteria.0