Create Single Client Statements

It would be great to have a way to create client statements for a single client at a time. This was something that was doable on Database but was not moved over to Database. The current method that Blackbaud has suggested to me is clunky, per their admission and there needs to be a better way. If it was something that was feasible in Database, it seems like something that could happen here.

Creating a whole statement batch, and filtering through for one client each time is very inconvenient, especially when an organization might get dozens single client statement requests a day.

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  • Apr 7 2025
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