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Business Rule to update Marital Status when adding or removing a spouse on a record.
Users will often add a spouse to a record or remove an existing spouse record and forget to update the Marital Status field. This results in individuals who are married still showing a Marital Status of Single or individuals who are now single/div...0
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Show major and minor comments in education panel
No description provided0
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[Copy] Change "head of household" reference to something more inclusive/less patronizing
I work for a college; we have many alumni couples. Many are spouses of the opposite sex. Some are in same-sex marriages. We are using the "head of household" convention and have made the decision to assign the male alumnus as head of household. Wh...
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Display opportunity name on Action tile
If a user didn't have to drill down (expand the Action) on the Action tile on the Constituent's record, it would be helpful (particularly to fundraisers who share the same prospect).0
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Allow organizations the ability to mark non-active/low donors to be "Unassignable"
Our organization has been on RE for over 26 years (150,000+ records) and we just recently transitioned over to NXT; and therefore, you can imagine all the necessary clean-up involved. The system is showing that we have over 52,600 donors who are "...1
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Allow option to manually add a JustGiving fundraising page to a constituent record
If the P2P info is accidentally deleted from a constituent record, there is no way to re-add it, or to credit them as a fundraiser when future gifts come in through their page. Even if some of the integration functionality is lost, it would be use...0
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Make it possible to get a list of organization solicitors/stop restricting what I can query on at all
I would like to be able to create a list of the constituent records in our database that are recorded as fundraisers. I don't understand why Blackbaud so often does not allow me to query on data that is in a person's record.0
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Configure Financial Information Summary
There needs to be a way to configure what is displayed in the financial information summary, just like we can do in the database view. I just discovered this now and it makes some of the prospect management useless. You can't configure what is dis...0
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Give a check box option to make an action note also become an account note.
There are times when the information I get on a phone call is something I'd like to have as a lingering account note. Yes, I want to document the call, but I'd also like to be able to see that note in the Notes section later.0
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Save emails as note
The installed version allowed emails and letters to be saved as notes automatically when sent/printed. RE NXT does not.0