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Add the option to default "Do Not Acknowledge" for reccuring gift payments
When someone makes a recurring gift, we send an initial acknowledgement, then an annual statement. It would be very helpful to be able to set the default to "Do Not Acknowledge" for the monthly recurring gift payments. Currently, I need to go to t...0 Reviewed: Voting Open
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Follow up Action item capability
It would be useful to have automatic 'reminders' of follow up to items input into blackbaud, so that I can remain in contact with donors on timely matters.1 Reviewed: Voting Open
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Add Solicitor/Fundraiser Type filter in Insight Designer
We use fundraiser types very heavily to segment our various prospect pools. It would be very helpful to be able to filter on this and have this as an attribute in Insight Designer.2
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No Valid address when marking "do not mail"
NXT now has a banner at the top when you mark an address as "Do not mail" it adds in DBV "no valid address" that is not new, but adding a new yellow banner at the top of NXT is. We will mark an address as Do Not Mail if they've asked not to send t...0
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Functionality to Issue Joint Tax Receipts
Under Canadian Tax law, there are circumstances where it is allowable and appopriate to issue joint tax receipts. Donors receive these receipts from other charities seamlessly putting us at a disadvantange.0
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NXT Action Lists - Add spouse/partner name
Action lists need to provide spouse column option the same as constituent lists- fundraisers need to see both names while reviewing Action lists.1
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Required/mandatory fields for gifts from DB view should be respected in webview
At our organisation, we have Campaign and Appeal as mandatory fields for gifts, however webview allows gifts to be added without these filled in - which then breaks the reporting in webview also.0
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Ability to link a gift to an opportunity
Currently the only way to link a gift or payment to an opportunity is through the RE 7 Database view. This is functionality that should be available from a gift record in the NXT webview.5
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View full volunteer history in NXT
Gift officers would like to be able to see the full history of a volunteer's job assignments, not just the first and latest assignments, in NXT without having to switch over to the database view.4
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View custom fields for actions
Now that we can view "custom fields" as columns for constituent lists, I'm hoping we'll have the ability to do the same for actions?14 Reviewed: Voting Open