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Duplicate Management - Don't Allow Matches on Name Only
When reviewing possible duplicates in RENXT webview, we are seeing thousands of false positive matches (0 dots) where there are records with just a name (i.e. a tribute record or other. Would it be possible to update the algorithm to not consider ...0
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Adding the ability to use Reports to analyze custom fields.
It would be extremely beneficial to be able to use dashboards to create summaries/analysis with custom fields. We have some data that doesn't fit into existing categories, so it is stored as a custom field. We then have to export the list to anoth...0
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Export opt out and bounce lists from web view email
We can see the lists of those who have opted out and bounced but I can't export them to mark them on the system. That sure would be useful.0 Planned
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Allow users to edit template of gift receipt PDF in NXT
The gift receipt PDF tool in NXT would be exciting except that the provided template will feel impersonal to donors. Will be a much more useful feature once the template can be edited.12
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Add multiple solicit codes at once to a single constituent
Our database has a large number of solicit codes. Several of our most common processes involve adding up to 30 solicit codes at once to a single constituent. In database view, this was easy to do. You could move all solicit codes into 'Selected' w...0
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Customised fields in database view should ALL carry through to webview
RE7/database view allows users to customise fields and in Relationships/Education we amended 'Campus' to 'Current year' to reflect a current pupil's year group. Unfortunately in web view this translates as Campus 7 (?!). Please amend so that all c...0
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Eliminate Inactive Campaigns/Funds/Appeals from Analyze Dropdown Menus
The request is to eliminate "Inactive" Campaigns/Funds/Appeals from the menu dropdown filtering to eliminate longs lists. Raiser's Edge 7 does not display inactive Campaigns/Funds/Appeals when flagged as "Inactive" unless there is a checkbox marke...9 Reviewed: Voting Open
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Allow us to change external-facing fund names on annual statements and in the portal
We need our funds to be labeled a certain way for internal tracking purposes, but seeing those names would be confusing for donors. It would be great if Blackbaud would allow us to change the fund names that donors see on the annual statement and ...2 Reviewed: Voting Open
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Need same ability to create and edit pdf templates in gift receipting like email receipting
The standard default pdf receipt template has limited editing options. Need the same options as email receipt templates in gift receipting.2
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Display Fund ID and Fund Description simultaneously
Anywhere there is a display of Fund Description, there should also be an option to display and filter by Fund ID...including in the database view of Raiser's Edge. When viewing Gifts, the Fund Description "Jim Ballou Scholarship" does not tell ...6 Reviewed: Voting Open