Prepopulate more fields "out of the box"

I recently had to request information about how to add Attachment Types so that I could attach PDFs of invoices to my payables records, and I was reminded how much more I would enjoy working in Blackbaud if more of the fields were prepopulated with at least a few examples of what could be recorded there, rather than there being NOTHING to start with, and no idea how to add them. For example, until I did it today I wasn't sure if Attachment Type meant PDF vs JPG or "Invoice" vs "Credit Memo". Really Blackbaud could make this all so much easier for its users.

  • Guest
  • Dec 15 2021
  • Needs review
  • Attach files