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Being able to take out soft credit names when creating list in webview
more personalized, accurate lists2 Reviewed: Need Further Info
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Copy actions anywhere to anywhere like from opportunity to another opportunity or from opportunity to the same constituent record.
There is a cool option to copy Actions from one record to another, however you cannot copy an Action from an Opportunity to the record the Opportunity is in or from one Opportunity to another Opportunity in case it got added to the wrong.0
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Ability to rename recurring gifts / recurring gift-payments and one-time gifts on NXT
We don't call them recurring gifts, recurring gift-payments, and one-time gifts with our donors. It would be great if we can change these terms on NXT so it can match what we use in our organisation.0
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Add fundraiser option in Blackbaud Outlook add-in to see who the action was assigned to
When adding a new action from the Blackbaud Outlook add-in add an assigned to field to track who completed the action in NXT.1
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Web Receipt Download - File Name
Currently when we download the webview receipts in order to keep a copy for our records (since they don't appear in our email sent box and the receipt expires) the zip file is generated with the title of the donors receipt name format. But donors ...0
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Want to send an email that automatically BCC's directly to a Constituents NXT Record
This would be useful for our Gift Officers to track email communications. All Gift Officers would be able to quickly review the last interaction with the Constituent. It would eliminate the need to copy the email's body into a Note. Also is diffic...0
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Anonymous donors should show as Anonymous on dashboards
Donors who wish to make a gift anonymously trust us not to reveal their information.0
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Need to delete sent emails from NXT Email Marketing
We need the ability to delete unwanted/test emails from NXT Email Marketing.0
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Workflow for automatic receipts for monthly gifts
We would like to set up a workflow that automatically sends an email receipt for each monthly gift based on campaigns. Currently, the system only sends the email receipt the first time they appear in the list.0
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Allow Bulk User Editing to Add Roles to Multiple Users at One Time
Currently, admins must add roles to each user individually. Give us the ability to select multiple users and add/remove roles to all selected users.0