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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...1 Planned
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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... -
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... -
Include cover letter and bulletins with each individual donor report in mass download.
When downloading the donor reports, we wanted to include a cover letter and bulletins. But when we did the mass donor report download, there was only one cover letter and bulletin at the beginning, it wasn't included with every single report, whic...0 Reviewed: Voting Open
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Improve photo size and quality on student survey PDFs.
The student survey PDF's also downsized the photos so much that student photos look blurry. The originals are much larger and not blurry, so we need the download NOT to downsize the photo quality so much. -
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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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Problem: It is recommended that clients do not publish anything until it is ready and has the correct data.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 ... -
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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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... -
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...