-
Ability to Change Event Category
It would be helpful to be able to rename the Event Category or add Virtual to the categories. Right now choices are Sporting Event; Dinner; Class; Other - virtual events are huge right now and could be going forward. Tracking who attends virtual e...0 Reviewed: Voting Open
-
Make Gift Amount not auto populate or Require CC Info on new Credit Card Gifts
When adding a new Gift record in NXT, it is possible to save the Gift without changing the Amount or charging a credit card. This misses out on revenue for our organization and for you, Blackbaud/BBMS/etc. We are fortunate that we caught this mist...0
-
Show all workflows that a constituent is added to in one place
As far as I know, constituents can be added to multiple workflows by different fundraisers, which opens up the possibility of a single constituent being over-communicated to with mixed messages in quick succession. It would be really helpful to sh...0
-
Make search less sensitive and display spouse names in search bar
Example: When searching for a Tom, it will exclude Thomas's unless their alias already has Tom in it. Also would be helpful if you have several people with the same name to display their spouse in the search bar as well so you can click the correc...0
-
User Defined Rules
We use 'user defined rules' to make a pop up messages come up on constituent records when users open the record. The message will shows up on any record in a defined query. We would like to have similar functionality. Perhaps using the alert box i...1
-
I would like to link an action from one constituent to the opportunity on another record
We work with a business, ABC Company who also has a foundation - ABC Foundation. Our contacts are at the Company but the opportunity/proposal will be delivered to the Foundation. A meeting with Mary at the ABC Company cannot be linked to the oppor...0
-
Automatically add note when a field changes
It would be helpful if a note were automatically added when there is a change to a field. Example: When a constituency code changes, an automatic note added would be very helpful since we don't always remember to add the manual note. When we do a ...0
-
create a section for a bio. This would be used when pulling a report on a number of donors for an upcoming in person event for major gifts etc.
Having a "bio" section to add a summary about a donor helps when we prepare summaries for major donors along with giving etc in preparing for major gift officers for major donor events.0
-
Make All Actions Viewable In Webview
I realized that actions for Events and Appeals are not viewable in Webview. Can we make this a thing? We have staff who use this function to track action steps, to dos, etc and this would be helpful.2
-
Ability to delete Summary Notes from NXT
Currently summary notes can be added underneath a constituents name in NXT, however they can only be deleted from within the database. The ability to delete these from NXT view would be helpful.2