-
Do not disable ability to add table via Attributes under Configuration until also in Webview
In database view, if you create a new table, it defaults to type = donor category. This brings with it the problem of requiring each table entry to have a unique minimum amount. I want to create a table to use to label gifts which does not involve...0
-
Continue the mmddyy date entry shortcut in RE NXT
I would love if we could continue the mmddyy date entry shortcut in RE NXT rather than having to type the slashes. I keep forgetting as I switch back and forth between RE 7 & RE NXT hourly, and that little shortcut really saves time!0
-
Add Ability to Make Preferred Name Field a Required Field
In DBV, we have the Nickname Field (renamed "Preferred") as a required field, and would like to see the option to require this field in web view as well, under the "Fields and Tables" section.0
-
NXT duplicate merge screen should show constituent IDs at the top of the record
Having the constituent ID at the top of the record would help users decide which record to use as the target vs the source. Our business rules call for using the older record as the target. In general, the lower the ID number, the older the record...0
-
Add Fund Relationship Types to NXT
There are several donors who have been instrumental in creating a fund for their giving. Seeing this without needing to open database view is crucial.0
-
Outlook integration enhancement
A nice feature to enhance the outlook integration when it appears in NXT is to allow you to add some notes, comments, context to the interaction at the same time as adding that information to the database.3 Already exists
-
Add ability to export a list or query of the NXT Duplicate Report
Currently, unable to export NXT Duplicate Report. The ability to export a list or query of the report results would allow for further sorting outside of the hard-coded name, gender, and address elements.0
-
Allow panels in NXT to be resized
It would be nice if we could resize some of the panels found on a constituent record to be wider so you don't have to page through and scroll to the side when trying to read some of the information on those panels.0
-
Ability to Filter on Relationship Type (Individual vs Org) and Sort by Relation
We have some (usually VIP) constituents with quite a few relationships (some over 20). We need to be able to view a list of just the organizations or just the individuals and then sort by relation so get what we need. Especially when they own mult...1
-
Change the outdated "Head of Household" terminology
When working with couples on the Blackbaud database, you have to select one of them to be the 'head of household' - terminology that is outdated and doesn't fit everyone's needs. A suggested change would be "main contact" or something similar. Or ...0