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Viewing full portfolio
In Fundraising > Work > Portfolio tab, you should be able to add filter so that it shows both those constituents who have only you assigned as fundraiser AND those who are assigned to you in addition to another person/fundraiser. Without thi...0
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Please add Zoom support!
Zoom support with screen sharing would be so much more efficient than text-based chats with screen shares. Sometimes it takes a significant amount of time jst to explain what the issue is. A live Zoom session with screen sharing could save everyon...0
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Have a setting to activate masking of credit card information in RENXT forms
No description provided0
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Ability to toggle auto-action creation when clicking email in Const. record
While helpful to click and add an action to a constituent's email address, sometimes it is also helpful to be able to right click and copy that email address. Since the email is no longer a "mailto:" link, and a hyperlink, right clicking does not ...0
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NXT Fundraising>Reporting - add ability to use dropdown menu instead of individual tabs spread across the page
After troubleshooting this item with blackbaud support folks, it seems the only time the dropdown is available is when enough tabs are open to span the monitor screen size. On widescreen monitors, the tabs just open across the page. On an non wide...0
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Copy and Paste Excel sheet data into note blanks
Being able to copy and paste a grid from excel into note blanks would allow users to build customizable chart/grid that could then be used to keep track of other data that doesn't have a specific place, but organizes it on a notes tab. Extra helpf...0
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Student current grade should show in Education tile, automatically calculated via Class Of field
We are always wishing we could build lists based on student grades - most people don't want to take the time to do the math by looking at the class of field and therefore don't use it. If there was a way for this to automatically calculate based o...0
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Roll up individuals' notes & actions to their companies when "Primary Business Info" is checked
Currently, actions and notes added under individuals do not "roll-up" to the companies they work for. So, if I record a conversation with Jeff, who works for AA Architects, on Jeff's record, you can't see it when you visit AA Architects' page. But...1
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Copy To Search function should search all name fields and be dynamic; Spouse Name in the Alias should not be prioritized over the Spouse Name from Relationship record in search
When searching for constituents to copy actions to with the new Copy To feature, the search function prioritizes Alias fields over actual Spouse Name fields in the Relationship record. A Gift Officer at my organization was searching for a Spouse b...0
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Allow linking of suggested gift amounts to specific funds on NXT form
On our online form, we have indicated what each suggested amount could purchase and would like to be able to automatically link these with the appropriate fund.0