-
Add Addressee and Salutation mapping in form settings
Currently, when a new donor is added via an NXT donation form there is no mapping for addressee and salutation. This means that when I go to pull my acknowledgement letter, it defaults to First Name, Last Name rather than my organizational default...12 Reviewed: Voting Open
-
Carry over to webview existing business rules from Database View
We have many business rules set up. One of the most important ones is that when I mark a constituent deceased, a record is created for the spouse and all gifts are then soft credited to the new spouse record.1 Reviewed: Voting Open
-
Auto set primary and hierarchy of constituent codes
Automatically reorder constituent codes based on hierarchy of constituent code table and set primary constituent code to highest ranking. Simple. Link to ongoing conversation: https://community.blackbaud.com/discussion/comment/305525#Comment_3055252 Reviewed: Voting Open
-
Add 'INACTIVE' to the address options, similar to the option for phone and email
When you look at constituents in lists their address marked 'primary' shows even if it is marked as 'previous' and 'do not send'. Could there be the same options to mark 'inactive' as with 'Phone' and 'Email'?0 Reviewed: Voting Open
-
Assigned appeal tab needs to be editable in webview (as it is in database view)
We use the assigned appeal tab in database view for tracking. This same tab appears in webview (listed just as "appeals") but is not editable. Please make it possible for that tab to be editable in webview.3 Reviewed: Voting Open
-
Workflow Overhaul
It would be helpful to have additional filters available withing a worflow, without using external automation tools. Also, creating common workflow templates: donor qualification & segmentation, relationship building & touchpointing flows,...0
-
View Property Access for Each Tile
Having property access on each tile in Raiser’s Edge NXT for digital forensics when users update data in specific areas is essential for maintaining a robust audit trail. This feature allows organizations to track changes meticulously, ensuring th...3 Reviewed: Voting Open
-
Ability to Demote a Constituent
It would be helpful to be able to demote records that are accidentally promoted to a full constituent rather than needing to recreate the non-constituent relationship to clean up the records (Event guest, child of constituent, for example).2
-
search function
When looking up a name it would be nice to be able to use the * like in database side or advance search like email or nickname to locate a donors name0
-
Add DOB as a match on filter option in Data Health
Name and DOB are our strongest matching criteria for individuals where we have the data. Please add DOB as a filter option in Data Health as this will help to significantly reduce duplicates.0