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Allow name format to be bypassed for Imports where accounts are being updated
Many of the imports completed within our organization are to update information contained in the database rather than adding new accounts. When updating information (ie choosing to overwrite data in Etapestry) it would be nice not to have the name...
Created 02 Mar 18:16 by Jennifer Frederick
Data Entry
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3
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Add More at Bottom of Screens
My department does not like this feature because when you click on Add More, the screen goes to the first line at the top of the list instead of maintaining its position so that you can look at the first line of Add More list.
Created 29 Feb 22:43 by Guest
Data Entry
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Correspondence would be able to have a default query
Many of my correspondence items use the same query all the time. It would be great if the correspondence items would he able to have a default query option just like the reports do. I would think that this would be easy to implement, seeing that ...
Created 29 Feb 19:08 by Guest
Communications
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3
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Fields for constituents' social media info
Have you considered adding fields to the constituent's record where you could save links to his/her LinkedIn and Facebook profiles and include their Twitter and Instagram usersnames? I think that would be handy.
Created 29 Feb 18:15 by Guest
Data Entry
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Already Works That Way.
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Advanced Search page
It used to be that when you entered all the data on the advanced search page, if you added a new account, all the information would automatically populate from the advanced find screen. Now it does not.
Created 25 Feb 19:31 by Guest
Data Entry
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3
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On the Journal page, once you apply a filter and then select one of the journal entries, when you hit the back arrow it doesn't go back to your filtered results. You have to reset the filter to go look into a different journal entry.
Frustrating and time consuming to have to repeatedly reset the filter. Please add another category such as "viewing data" to the category list for ideas.
Created 23 Feb 19:27 by Guest
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Pldeges on DIY forms
It’s critical for us that when we create a DIY form (to post on our website to receive BBMS credit card donations) we are able to specify Pledge Payment OR Gift. When someone sets up a recurring gift through BBMS, a recurring gift schedule journal...
Created 24 Jun 14:05 by Guest
Data Entry
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Upload Documents with Application
Our form is an application for veterans. We require 2 documents to be with their application. Without this feature we cannot use the DIY form.
Created 20 Jun 20:21 by Guest
I have no idea what to pick
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More user friendly queries and reports
I attempted to run a query of a particular fund of givers over a certain dollar amount, but it was leaving out those who had paid in pledge payments totaling that amount. This is basic stuff and it shouldn't require running two queries to include ...
Created 10 Feb 19:05 by Guest
Reports/Queries
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2
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Please add a shipping code for free shipping
We have events that we want to promote our products and give free shipping. There are also people who live locally who would like to pick up their items and not be charged shipping.
Created 18 Jun 14:41 by Lisa Kelley
I have no idea what to pick
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