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Ablity to reorder how funds and recipients show on donor Portal
Problem Statement: Donor contact has several funds and client would like to show the funds and recipients in a different order - the fund names have numbers in them so it would make more sense to put them in that order. The only way for her to cha...0 Reviewed: Voting Open
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Add Donor Profile Visiblity option-Award Recipients only
The current visibility options for our donor profiles is currently too broad for our Donor Relations policies. We need them to be visible solely to recipients of the donor's scholarship, and not all applicants. We have had to hide all of the donor...1 Reviewed: Voting Open
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Donor profile logos as squares (rather than circles) and the ability to easily edit/change the crop on a logo after uploading it
User would like to see donor profile logos as squares, rather than circles. Most images are square, so it would be easier for clients to crop their image from square to square than square to circle. It would also be nice to edit/change the crop on...
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Reviewed: Voting Open
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Ability to track PRINTED & MAILED Donor Reports in Stewardship Side
We have donors who do not use email, and we can only track the automatic report of who we have emailed the report to. We need to also see if we have printed & mailed the report to have an accurate reflection of who has been sent the donors rep...2 Reviewed: Voting Open
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Use Custom Attribute instead of Giving History to Associate Funds to Contacts via RE NXT API
I know that our BBSM Product Team and Dev Team are aware of this issue but am surprised this has not already been documented in an FER (could not find in my search). We could add ALL RENXT/BBSM clients to this ticket, as ALL of those I've worked w...0 Reviewed: Voting Open
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Publish Recipients and Disbursements at Same Time
I think it would be a time-saver if users could publish recipients and disbursements at the same time in Engage. Perhaps from some bulk action grid?0 Reviewed: Voting Open
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a Welcome Message for donors accessing the portal that is separate from the "published" cover letter
I would like to request that the currently "published" Cover Letter not populate as the welcome message in the donor portal landing page. I have determined that I can create a neutral "message" that I can publish for donors to see as a welcome mes...0 Reviewed: Voting Open
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Editable font size on PDF template for recipient thank you letter from 8 pt Arial.
We send some of our donors hard copy of the student thank you letters. I want to enlarge the PDF template for the content of the student letter from 8 pt Arial.1 Reviewed: Voting Open
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Tiered option for sorting donor reports: date and then name
The current reporting format through the donor portal and when generating PDF reports does not allow sorting by recipient or fund name. The only sorting occurs by date. This means reports with multiple funds or recipients look sloppy and jumbled t...0 Reviewed: Voting Open
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Ability to unpublish snapshots instead of deleting them
All other areas in BBSM allow you to unpublish items and republish them.With snapshots, the only option is to delete them, and they have to delete them one by one. It would be helpful to have the ability to unpublish them and republish them. Maybe...