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Add "backup" list of gifts per solicitor in the Goals section
It would be really helpful if under goals in NXT (on a solicitors record), you could click into that goal and see the list of gifts that add up to equal said goal! It would be much easier to find discrepancies than running a solicitor report in th...0
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Add membership card scanning to work center search bar
It would be very helpful to have the ability to scan membership cards in the work center, rather than having to open up database view. The work center is already a more streamlined view of constituent records and is easier to navigate quickly. It ...0
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Fundraiser Work Centre dashboard filters
Make it possible to filter the dashboards to be more user specific. So for example the actions data tile for a fundraiser should be filtered to actions relevant to a fundraiser. Currently the total is all actions for constituents in their portfol...0
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Viewable roll out queue for new products
Blackbaud RE NXT is constantly adding new features and it's hard to know when they will roll out to our organization. Is there a way to see the queue of when we will receive the new products? I'm eager to receive the workflow builder!0
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Have the ability to create a List from groups and tabs in the Work Center
I would love the ability to create a list based on a group in the work center. My exact use-case... right now I am trying to segment 160+ past due actions showing in a fundraiser's work center, however because the actions themselves aren't assigne...0
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When pulling up notes and actions, clicking outside the box will close the window.
This is a pretty typical User Interface operation these days where clicking outside of a pop-up window will exit the window as well. This prevents having to click the X to exit the window.0
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View all constituents with tags does not show the tags
When I click in needs attention the "view all constituents with tags" it is just a mish mosh of all people but I can't seem to add a column to show me the tags they have. This seems like such a waste of a click.0
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Group Fundraisers by Foundation in Work Center
We have a number of specific foundations that we would like to group the fundraisers under. This way we can track Foundations activity and donations at a higher level than going to each specific fundraiser.0
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Workcentres by Fundraiser - Need it by setting own list to work operationally
Here at Guildhall we manage portfolios by Canvasser type, you can only have 1 Relationship Manager (primary fundraiser) coded on the constituent record but you may have multiple support canvassers. Unfortunately, with the current makeup of pullin...0