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Default Username to be populated within the 'Assign to' field of an Action
When any user creates an action, it would be helpful for their name to be prepopulated in the 'Assign to' field of the action. Defaulting to the user who creates the action greatly reduces the opportunity for the field to be blank and their name l... -
Give option to replicate the layout of database view in the webview
Please can we have the option to use tabs when viewing a record in webview, in the same way as exists in database view? Navigating a record in database view is SO much easier and intuitive, with less scrolling and fewer clicks to get to the inform...Planned
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Globally Change Records (Constituent and Gifts)
We heavily use Global Add records as Constituent Actions, Attributes, and Solicit code. As well as Gift Attributes. Please add this functionality.Reviewed: Voting Open
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Address Accelerator NXT
We just recently switched to NXT. I cannot believe the 'new and improved' over RE7 does not have the address accelerator functionality. It has been very helpful in RE7 in correcting errors and has saved us a ton of time and money on mailings. Plea...Reviewed: Voting Open
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Make Reciprocal visible on Fund Relationship tile
Currently, the new Fund Relationship tile on Constituents' records in web view only displays the "Relationship" field. It does not display the reciprocal. To see it, you have to click on the fund to open the Fund record itself and view that relati...Reviewed: Voting Open
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Show Where an Address is Shared in NXT
In Database when you save a shared address, it asks if you want to update it everywhere or break the link and only update this record's address and gives you the ability to see where it's shared. NXT does not offer the ability to see where an addr...Reviewed: Voting Open
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Online Giving Performance Summary is not accurate
Directors & leadership are unable to use the Online Giving Performance Summary as a reliable tool. I'm told it does not reflect split gifts & pledges. The tables are not customizable, making this feature ineffective & misleading. The s...Reviewed: Need Further Info
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Ability to stop sharing an address between household members
I couldn't find anything similar so I'm creating a new idea. Because we are a K-12 school, we leave graduates linked to their parents' addresses until they reach 25 or 26. We figure that's when they will be more established and most likely not liv... -
Business Rules apply to NXT activity
Similar to the pop up requests, but expanded to enable all settings in RE > Config > Business Rules for NXT activity. EG RE can do some great things when you mark someone deceased, like change marital status and unchecking send mail flags. W...Planned
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Keep the primary constituency code at the top of the constituent record.
I saw in the Sneak Peek Town Hall: Refreshed Constituent Record in Blackbaud Raiser's Edge NXT that the top portion will not contain a constituent code. It would be very useful if at least the primary constituent code was displayed in the place pe...Reviewed: Voting Open
