If admins have access to Constituent 360 they automatically have Social Media in the drop-down. By default they can't edit settings in there so ideally they should not see the section at all.

We batch gifts by date which is currently how they appear in Luminate. Because Luminate is Central Time and BBMS is Eastern Time, when gifts happen between 11-12p.m. CST, they show up in Luminate on one day and BBMS on the next day. In order to be...

Currently when you refund a donation, transactions module and then search, you see other functions to do. Refund, Regenerate Receipt, View Receipt and change soft credit. Then you can click refund and you get the screen that says full amount our p...

This is useful because it gives us the option to look at the actual monetary value a constituent has brought to the organization, both in personal donation as well as in peer to peer fundraising. At the end of the year when we recognize volunteers...

I would like to reiterate a previous suggestion that the system should remember my preferences in how I like to view the list, but... In the meantime, just move the "show archived teamraisers in list" checkbox to the top so I don't have to scroll....

When classifying contacts in our database, there are occasions when we would like to make the contact classification blank. However, if a contact already has a classification, there is no way to delete it and leave it blank. In order to make it bl...

Once approved and scheduled, the status is still labeled "Approved (never sent)". It makes keeping track of which emails were scheduled or not difficult. Even more problematic, if you click "Set Up Delivery" again, it will set up a second delivery...

Surveys are often used for purposes other than a survey. We use these to register people for events when there is no payment involved. (We do not use the event module because we already have a calendaring system on our website.) Our previous form ...