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Prospect Insights - Add a filter to review by Solicitor Type
We use Solicitor Type for Primary relationship manager and secondary relationship manager. The same constituent is showing up when I filter by fundraiser due to this. It would be extremely helpful if I could tell it to only show a certain solicito...0 Reviewed: Voting Open
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Allow consolidated receipts in NXT
For some reason you cannot do consolidated tax receipts in NXT. I was told by support that this feature is currently only available in the database view at the moment.....oh and now the database view is no longer compatible with Microsoft Office s...1
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Seasonal Addresses for Map View
We'd like to be able to include seasonal addresses in the map view. We have a lot of snowbirds, and it would help a lot as we plan invite lists for winter events.0
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"View" security permissions should determine the ability to view a tile
Our organization does not want the Prospect Management tile to be viewable by our development team (at all) but there is no way to hide individual panels, just the ability to minimize them (and this can be changed by each user. Additionally, we ar...5 Reviewed: Voting Open
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'Year over year donor retention' needs the ability to filter by 'Revenue type'
'Year over year donor retention' only works with 'all gifts', and the filter of 'Revenue type' doesn't do anything to this report. There needs to be a way to exclude certain gift types such as 'pledges', and 'write offs' to show retained donors. B...0
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Feature Prospect Classification Field in Constituent Record
I was very surprised to see that Prospect Classification isn't featured at the top of the constituent record along with Prospect Status. This would be very helpful to Development Officers in our organization, as we use those two fields in tandem. ...5 Reviewed: Voting Open
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Need the ability to export and report on days in status - it's there but we can't pull a report on a group of prospects and their days in status
Fundraisers, VP, Chief Development Officers, Prospect Managers would all benefit from this feature6
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Automatically create record of donation form confirmation emails in constituent's record
I feel like there should be a way to see the email a donor receives after they've made a donation through RENXT forms. Of course I can see the draft with the merge fields, but I'd like for the actual email they receive to be visible to DBAs in som...1
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Enable sent emails to be viewed without copying
There is currently no way to view the content of sent emails without copying and creating a new draft.0
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Enable Complete Cover for payment methods beyond 1-time credit card gifts (PayPal, Venmo, Apple Pay)
Currently, the Complete Cover pilot is only available for "one-time credit card donations and credit-card event registrations": https://kb.blackbaud.com/knowledgebase/articles/Article/198697#usecase We receive a substantial number of gifts via oth...1