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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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Add PREVIOUS ADDRESS to the address types in Core.
When ConnectRE processes, old information from Core is entered in RE. Parents and Alumni do not update their information in Core regularly-- Alumni never do. However, if a particular parent or Alum is a donor, their information is probably correct...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
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User ID in Notes
In RE, you can hit F5 and the user's name and time/date of note is automatically entered. It would be handy if this info was automatically generated when starting a new note in NXT as not everyone remembers to insert their name and it is helpful t...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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A summary field in the constituents account that always shows their total giving. Just like there is the option to pull up last gift, first gift, largest gift etc...
No description provided0
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NXT: Gmail Plug In: add new email address to a record
If a constituent emails you from an email you do not already have it just says it can't find the constituent. I would like to then be able to search the database, find the record, and add that email address in, then proceed to add the action. I sh...0
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Improve new constituent record creation
Allow adding of spouse information BEFORE having to select salutation and addressee. Because the spouse cannot be added beforehand, user must select salutation and addressee from drop downs that are incomplete, SAVE and CLOSE, then re-open the new...0
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Put "assigned to" back in the action summary in the constituent record view
The individual(s) assigned to the action used to be part of the summary in the actions tile in a constituent record, but isn't there any more. It is helpful to get a first glance of what recent actions a gift officer completed, or who was the most...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