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Add drop down box for Fund names in Web view gift management
In web view when you go into gift management to approve your batches, when you edit batch gifts to change the fund, you need to type in the fund name (if you remember it) for it to appear. It would be easier to have a drop down box of fund names s...0 Reviewed: Voting Open
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Add Fund and Appeal to Blackbaud Disbursement Reports
We operate with a budget, so our accountant needs to know where to allocate the money that gets deposited into our bank account from Blackbaud. Currently, we have to create a gift query to find all the gifts on the report and then tell our account...3
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Ability to edit recurring gift schedule
A donor requested that we add an end date to their recurring gift. There is no way to adjust their schedule either in webview or database view. We need to be able to adjust donor payment schedules when they want to make changes. Right now in CM, w... -
Commitment Balance on Giving Statements is Not Correct
The committment balance on the giving statements should reflect the balance as of the last day of the gift period not as of the date the statements are printed. It defeats the purpose of pulling the statement for a period if the information is not...0
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Add an "Approve All" button to Gift Management
Currently, we have to open each batch and select all the entries and THEN approve the batch. Not much point in doing that when there isn't a way to edit the entries anyway (all we can do is move the gift to a different batch -- not sure why I woul...0 Reviewed: Voting Open
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Ability to refresh dashboard data manually
Currently, we need to wait for the info on the dashboards to refresh, holding up our work. We need to be able to manually refresh that data so we have the info available when we need it.0
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Customize Giving Statements with Church Logo and Layout
We really need to be able to print an annual giving statement that doesn't require a letter to go with it. Saves paper and time! In order for this to be possible we need to be able to add our church logo to the header and change the layout of the ...0 Reviewed: Voting Open
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Ability to delete batches under Gift Management
Currently unable to delete unnecessary batches in church management under gift management. Would like to clean up the database.0 Reviewed: Voting Open
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Set Default Giving Parameters for the MobileMission APP
UGG! In my opinion, online giving is not suppose to be hands on. It should flow through with very little oversight. Currently, in church management, there is not a way to track which gifts come in online and which gifts are hand entered. Therefore...0 Reviewed: Voting Open
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Allow us to select the order Funds appear in drop down on Donation page
Currently the system lists the funds in alphabetical order. Some funds are more "important" than others and should be at the top of the list, but unless they start with "A" they get lost in the mix. Being able to re-order the list, an ability we h...