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Allow PDF uploads when creating a Bulletin
We generate professionally designed anniversary fund reports. While these reports are generally mailed to our donors, we would like the opportunity to attach the PDF version as a BBSM bulletin. Perhaps this PDF upload option opens as a link to the...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...0 Reviewed: Voting Open
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Ability to unpublish and republish fund snapshots
Problem: The only option if you don't want a snapshot to appear in the donor portal is to delete it. Clients would like to be able to unpublish a snapshot and have the ability to republish it later. They may want the snapshot in BBSM so admins hav... -
Update New Data deleting Stewardship Admin updates
If anything changes over on the Award Management side on an applicant's data after they have been moved to a disbursing category and are visible in the Disbursements Grid there will be a "Yes" in the "Application Updated" column in the disbursemen... -
New Message Templates + Archive Old Message Template
Ability for administrators to add new message templates to recipient and donors so users don't have to keep editing one message template over and over when wanting to change the message. Ability to look at archived or saved message communications.0 Reviewed: Voting Open
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Ability to preview Donor Reports w/o publishing disbursements and recipients
Problem: It is recommended that clients do not publish anything until it is ready and has the correct data. The idea behind publishing is that it is ready to go out to donors. However, the only way to preview what the donor will see is to publish ... -
Ability to send ad hoc emails to students from recipients grid
Problem Statement: Grids that allow ad hoc emails show students who have received multiple awards several times. It's time intensive to uncheck additional instances of each award recipient in the grid and then send the ad hoc email. Because the Re...0 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... -
For contacts with multiple funds the configured Fallback Code not matching.
Stewardship Contact Uploads: Currently the way the system works for a donor contact with one fund: If it does not match on the primary fund file field (eg. Fund Code in Fund File) then the system uses the fallback code on the portfolio to do the m... -
Use Portfolio Name as Fund Name visible on Donor Reports
Problem: Fund Names in fund files are often not formatted well and/or are truncated. Most clients end up having me load in portfolio names into their fund files instead because they look better. This involves either them or me doing a vlookup to g...