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Allow manually entered purchases
My organization takes checks and cash, but there's no way to mark them as a purchase for a specific item. That messes up transaction reports, queries, and communications.
Created 06 Aug 21:04 by Guest
Data Entry
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Different colored fonts in etapestry
I don't know if this is already a possibility, but as I was working in UDFs today I was wishing that I could change the font color to make it more easy to find info.
Created 06 Apr 22:03 by Janette Layton
Look and Feel
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No Plans to Change at This Time
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This is more of a warning than an idea, but I was told by support that this was the best place to put it.
We discovered a problem with the Name Format options that led to some embarrassing mass emails. There is a set of merge fields named FIRST NAME, MIDDLE NAME, LAST NAME. One of our staff chose FIRST NAME for a mass email merge field. The trouble is...
Created 06 Apr 15:47 by Janette Layton
Communications
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There need to be more ways to filter the Mass Interactions Field in Reports
I was looking for accounts that we had missed sending thank receipts to. I had a query with the accounts that had given in that period and ran it in a report that had the column to show mass interactions for this year. However, there were so many ...
Created 06 Apr 15:39 by Janette Layton
Reports/Queries
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2
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Allow business/organization entries in DIY forms
We need to add businesses via online forms and now it takes extra work to do so.
Created 30 Jul 19:33 by Guest
Data Entry
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2
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Please could Blackbaud staff read and update the ideas forum more often
Some of the ideas which say planned have been in the product for some time. There are a lot of duplicate ideas which should be merged. Product management should comment on the ideas.
Created 28 Jul 14:10 by Robert Burch
I have no idea what to pick
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Add a donation button to DIY Event Registration Forms
Please allow for a donation button with selected amounts or a fill in the blank to be added to DIY Forms like Event Registration. Donations from people who are either registering for an event or checking out from a store are easy ways to increase ...
Created 28 Jul 13:32 by Guest
I have no idea what to pick
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Adding EFT on the donor side
It would be helpful for donors to be able to input their own account information using their bank account (routing/account numbers) for recurring gifts.
Created 03 Apr 14:44 by Guest
Data Entry
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2
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Allow different letters or receipts to be automatically sent to donors based on amount donated
Legally we can only issue tax receipts for donations over $20. It would be helpful to have a function where donations made through an online donation form UNDER $20 received a general thank you letter, but $20 and over received a tax receipt.
Created 22 Jul 20:06 by Guest
Communications
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1
Vote
Composing a Letter from the Constituent Profile
I feel like the communications part of this CRM is very limited and doesn't allow for individual communication with Constituents. If I want to send a single, personal letter to a donor, I still have to set up separate query to add the one donor. W...
Created 30 Mar 19:41 by Guest
Communications
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