Currently there is no way to prevent an awarded students recipient and disbursement data from flowing over to Stewardship. WISC has some scholarships that should not be displayed to advancement. The System Stewardship Admin should not have access ...

I am changing one sentence that appears in all 300 of our Donor Profiles. It would be very efficient to download all our profiles, globally find and replace the sentence, then upload the profiles and be done. Instead, I have to open all 300 profil...

I have found it is very time consuming to create fund snapshots (several clicks multiplied by our 140 funds). Just as you can check the box on multiple contacts to "create donor report or "send invitation" - there should be checkboxes on the all f...

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.

Problem: Currently, once you create a snapshot the "needs snapshot" column and dashboard say "No" even if you delete that snapshot. This is confusing to clients who either have ALL snapshots deleted and still see a "no" there, or delete a few manu...

I had a donor get confused when they viewed a timeline or recent activities as noted on their donor report. BB Support told me there was no way to hide the information. Can we add a checkbox feature inside the Stewardship opportunity fund that wou...

Problem: During implementation (and sometimes after) clients often ask us to delete all or some snapshots en masse as they are adjusting their fund fields and updating financials. When we do this, the "Needs Snapshot" column still says "No" becaus...

When creating impact statements fields for students to complete, you can use the URL question type. However, if a student provides a URL, the value doesn't appear as a clickable link in the donor portal

Each bulletin has the date it was published listed, we believe this is confusing to a donor, especially since we plan to launch our portals in a phased approach. If we start the process and it takes a week or 2, and the bulletin is published at th...

We are a Stewardship Management only school and think it will be very helpful to add a level of access for our Major Gift Officers. This would allow them access to the backend with the ability to snapshot and publish fund reports (possibly access ...