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Ability to Completely Copy an Account
Business models change and sometimes we need the journal and complete information copied to accommodate the changes
Created 10 Aug 22:33 by Guest
Data Entry
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2
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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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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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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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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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1
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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 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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3
Vote
Include soft credits in "Last Received Date" and "Last Received Amount" fields (or create new report fields for soft credit journal entries at the ACCOUNT level)
We often pull mailing lists based in part on the last time a donor made a gift. Unfortunately, the "Last Received Date" and "Last Received Amount" fields do not currently include soft credit transactions. This means that we may inadvertently be m...
Created 01 Nov 15:20 by Guest
Reports/Queries
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