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Make the 'Source' a required field in the Patch 8 Consent Module System
Currently, only the channel, date and response are mandatory fields. So the source could be left blank. But under GDPR it should be a mandatory field to ensure that all consent lines include a source for how the consent was gathered. This would en...2
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Region to be added to RE NXT
To assist with grouping under address and full address details5
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Be able to filter the NXT duplicate search
It would be useful to filter in the NXT duplicate search to look for ones that match on email address, or address for example, these scores seem to be just as low as two records just named Tom but with no other info, email address matching should ...2
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Ability to delete address in NXT
Please implement a capability to delete addresses in RE NXT. Right now it requires us to have at least one address present in the record. We need to be able to delete some of the addresses because we know they are no longer valid. We can't have th...1
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add filtering on relationship to constituent lists
Be able to build a list of constituents based on their relationship e.g. list all constituents with a relationship of 'church leader'. At present for NXT only users we are having to create custom fields & duplicate the relationship so that the...1
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Membership API endpoints
Please build Membership API endpoints at least for view/selection so that I can automate sharing Membership data with other non-Blackbaud software packages, but ultimately for full membership processing activities so I can automate creating/updati...1
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All information from the spouse's record in the database view carry over to the NXT view
It would be helpful for the front-facing fundraisers to have this information available in the NXT view and not just the database view. It would be much easier for them to access and view the information when they are with potential donors.1
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Omit inactive records from Possible Duplicates list
When reviewing records as possible duplicates, if one has already been marked inactive, there is no reason for it to show as a possible duplicate for the active record bearing the same information. When looking at the possible duplicates list, the...5 Reviewed: Need Further Info
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RE NXT: On record include salution i.e. Rev., Dr. etc.
No description provided1 Reviewed: Voting Open
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Remove inactive assigned fundraisers from the top of a constituents record
When we end an assignment, that fundraiser still shows at the top of the constituent record for "fundraisers". It should show only current fundraisers (those with no end date) or have the ability to select "inactive" so they don't show up there.1