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notes field for stock/property gifts
When I add stock/property gifts in the database view I utilize adding notes around the gift from the miscellaneous tab. I can access these in the unified view. However, if I add a stock/property gift in the unified view, I cannot add a note to the...1 Reviewed: Voting Open
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Batch columns need to stay in place, not default back
When looking at gifts under Batches, WHY do the columns automatically move back to the default settings? Every time I have to move the relevant columns to the front, it's very annoying and time consuming having to do this on EVERY batch0 Reviewed: Voting Open
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Create gift query of committed gifts in webview
In database view this is an option that we use to pull our gift batch reports, for auditing purposes, based on the committed number given batch...but in web view we have to create the query once the batch is approved. This has created unnecessary ...0
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Better constituent matching in online data review
I have just had a donor come through via a Blackbaud donation form who was flagged as new in the online data review area. He is on our database as Andy but had put Andrew on the donation form. All other details were identical, address, email addre...3 Reviewed: Voting Open
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When an online gift batches into RE, Cardholder Name should not contain dud characters
Credit card holder name currently adds characters do that do not belong when the name includes "&". i.e. "Joe & Karen Smith" translates to Joe &;amp Karen Smith." Finance team requested this be fixed, according to RE chat / tech suppor...0
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Fund Relationships available in NXT
We use Relationships to track Fund Representatives and Recipients (we create a relationship between the Fund record and the Constituent record). As far as I can tell, that does not exist in NXT. Sure would be helpful. Thanks!109 Planned
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Add "GIFT CODE" as Column (and filter option) in "Work with Gifts" in NXT
Please add GIFT CODE as a column option and a filter option in NXT's "Work with Gifts". Our organization relies on Gift Codes.0
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Add more customization to fund overview in NXT/WV
When looking at a fund record in NXT, we get very nice analytical/reporting features such as top donors, top appeals, etc etc. Some of this information is similar to what can be generated in dbv when going (on a Fund record) to View-->Gifts or ...5 Reviewed: Voting Open
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Ability to convert or delete recurring gifts and pledge payments
It would be helpful to be able to transfer a recurring gift payment to either another recurring gift (if applied in error to the wrong recurring gift) or apply towards a pledge. In addition, like any other gift, it should have the option to delete...0 Reviewed: Voting Open
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Gift Edit: Constituent - Autopopulate Relationships
When using the Gift Edit: Constituent functionality to move a gift to another record, populate relationships in the search. Most times I am using this when a gifts is added to a spouse record. A system similar to assigning actions to individuals b...0