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Save As Appeals
This is more for database view.... A lot of our appeals reoccur monthly. It would be amazing if we can essentially duplicate appeals and just change dates and IDs. Simple but oh so useful!Reviewed: Voting Open
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Create Letter in Web View
Client recommended having the option of creating a letter in Web View, not just an email.Reviewed: Voting Open
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Ability to edit/alias within NXT
Many clients will use alias types for 'recognition' purposes. We'd like to see the ability to edit or add this information within NXT so users don't have to do so in database view.Reviewed: Voting Open
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Add option to leave SHOW INACTIVE PHONES AND EMAILS checkbox always on
We use the phones/emails INACTIVE checkbox to exclude certain phones/emails from mass communications. Fundraisers who need phones/emails for individual communication must therefore check SHOW INACTIVE PHONES AND EMAILS in database view (or INCLUDE...Reviewed: Voting Open
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Ability to for database view to "approve" new constituents added through the webview
We'd like to give our field users the ability to add new constituents through the webview but would prefer if those records were only added if "approved" through the database view. This would give the field users the chance to add the new constitu...Reviewed: Voting Open
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Add an employment tile similar to the education tile on the constituent record
This would enable us to record employer and job title information for our constituents to see where we have connections to area businesses for networking as well as identify people to tap for career development programming support to our students....Reviewed: Voting Open
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Lapsed Donors
We would like to be able to change the parameters for lapsed, lost, at risk etc to match our in-house parametersReviewed: Voting Open
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Attachment Tags should be restricted like Media Types
If Blackbaud is recommending that the best practice is to upload attachments in WebView instead of Database view, then the same restrictions should apply to Attachment Tags as they do to Media Types. Otherwise, if people can type whatever tag they...Reviewed: Voting Open
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Email linked to Primary Employment Relationship
It would be nice to have the email, and a phone number, linked to the Primary Employment. So whenever they leave to company, the link to the person would break. This would avoid unecessary cleanup.Reviewed: Voting Open
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Edits made between Media and NXT Attachments need to translate to each other.
If you need to update information on attachments or media tab, you have to manually go into both views and make the updates. This is a ridiculous amount of manual work and there needs to be a solution in place for this.Reviewed: Voting Open