What's New (January 21) 6415

What's New (January 21)

Published
Here are the latest features in Blackbaud Church Management!

Small groups
View preferred names on small group attendance lists -- When taking meeting attendance for a small group, the list of participants now displays the participant’s preferred name as well as their full name. No admin setup is required.  For more information, see Small Group Meetings.

screenshot with examples of preferred name and full name

Print participant roster as a small group leader -- To make it easier for small group leaders to take manual attendance, they can now print the participant roster from their small group leader page. On the group's record, under Participants, select Print. For more information, see Manage Your Small Group.

Volunteers
Remove volunteer requirements -- When you no longer need volunteers to meet a certain requirement, such as training or a background check, you can now remove the requirement from the requirements list as an option for positions.

From VolunteersPositions, select Remove requirement from the requirement’s menu to remove the requirement from Blackbaud Church Management. For more information, see Positions.

Filter volunteers on teams by position -- To help quickly narrow down available volunteers, you can now filter the list of available volunteers by position, such as Sunday School teacher or usher, from a volunteer team.

From VolunteersVolunteers, select the team’s name, and then Filter. Under Positions, select the position to filter by and Apply filter. For more information, see Volunteers Filters.

Gifts
Automate manual recurring gifts paid by direct debit -- To help streamline your recurring giving process, you can now automate manual recurring gifts paid by direct debit. Previously, only manual recurring gifts with a payment method of credit card were eligible for automation.

After you convert a recurring gift, automated payments begin with the next scheduled installment. For more information, see Automate Manual Recurring Gifts.

View a congregant's unapproved gifts -- To provide a more complete view of a congregant's giving, you can now view unapproved gifts under Giving history on a congregant’s constituent record. An alert appears when the congregant has gifts pending approval in a batch. To view the batch number associated with an unapproved gift, select its alert fa-exclamation-triangle-yellow.png in the list. For more information, see Giving History.

Note: Gifts in unapproved batches in the database view do not appear under Giving history.

pending-gift.png

Analysis
Export an insight's data from a dashboard
-- 
With Insight designer, you can export an insight's data when you edit the insight. Now, you can also export an insight's data from a dashboard under AnalysisReport builder, or AnalysisReporting.

To export an insight's data from a dashboard, select the download icon cloud-icon.png on the insight and then select Export to XLSX for Microsoft Excel format or Export to CSV for a comma-separated values file, which you can use in most spreadsheet applications or to import your data. For more information, see Export an Insight.

Note: Admins! In Control PanelSecurity, you can choose which roles can access AnalysisReport builder. For more information, see Report Builder Rights.

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