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Manual Entry of last 4 digits of Credit Card erases itself in Batch
There was a patch a few months back which may have resolved and issue in manual entry of Credit Cards in RE Batch. Now when we manually enter the last 4 digits of a credit card in RE Batch, the data disappears as the system believes there is missi...0
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Suppress old events for participant records
It would be helpful if past event registrations could be suppressed. When linking constituents donations (sponsorship) the box brings forward all events that the constituent has previously been linked to, rather than just the current one they are ...0
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Opportunity overview Projection Accuracy is confusing
I think you need to explain that the Project Accuracy is based on averages from each proposal, which makes it subject to figures that don't make sense due to outliers. Perhaps switch to median. Or do the percentages based on the aggregate totals. ...0
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View all constituents with tags does not show the tags
When I click in needs attention the "view all constituents with tags" it is just a mish mosh of all people but I can't seem to add a column to show me the tags they have. This seems like such a waste of a click.0
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Add option to select a year other than the current one in YTD and year-over-year panels in ANALYZE
YTD analysis has very limited usefulness when the year is only a few weeks or months old. Year-over year analysis for previous time periods is occasionally useful, but it is currently possible to look at only the current year in relation to the pr...0
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Love the benchmarking tab -- need to refine compared industries
Are you able to put in a request to add animal welfare? The Blackbaud Luminate Benchmarking Study in Dec. 2017 had thirteen categories and this only has ten plus unknown. Adding three more might not be so difficult. Animal shelters are very differ...0
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Add a "move file" button to the online file manager (FTP Server)
Currently, the only way to move files that are already on the server, is by downloading them and then re-uploading them to a different folder. This makes it very difficult and impractical to keep the various files organized. It's also difficult to...1
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Filter on a country when using location filters in lists without specifying a specific town etc.
At the moment you cannot create a list that groups all constituents in a certain country. You must select city/town or further address fields too. This seems like an unnecessary step.0
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Unique profiles for types of new Constituents
It would be great to be able to set up different profiles for the different constituents we add. For example, if I am entering in a general new donor, there are a limited number of fields that need to be filled. But if I am entering a donor who is...0
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Ability to bulk add/remove communication preferences.
As in the Database view, if I'm adding 30 communication preferences I'd like to be able to add them with one click rather than individually.0