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All gift types should snow in the giving history tile
Currently matching gift pledges and matching gift pledge payments do not show, as well as planned gifts. This is. problematic when our Major Gift Officers are looking at their portfolios or leadership giving and these gifts aren't showing up on th...2 Reviewed: Voting Open
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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 ...14 Reviewed: Voting Open
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Give clients a definitive future of Mail
Please could Blackbaud give us a definitive answer and timeline for Mail functionality. Will there always be a reliance on third party tools such as Power Automate or LetterBox for these? Without an answer from Blackbaud we cannot plan for the fut...0
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Payment Methods in Webview should be the same as Database view
Payment methods in Database view are not like for like in Webview nor is there an option for 'agency' . It is not possible to add other pay methods or rename those in Webview as hardcoded. This should be replicated or customisable as every organis...3 Reviewed: Voting Open
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Edit batch gifts should default to the gifts, not "adding new"
When I selected Edit Batch Gifts, the default selection is "adding new" gift, not editing the batch gifts. Can you please save us all a click and have the/one of the gifts selected in stead of having to click into them?0 Planned
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Batch Processing in NXT tweaks
Several items I've noticed that are missing in the NXT batches when compared to the OLX batching process is: There appears to be no "global change" function for campaign, appeal or fund fields. At present it seems the only way to change a field is...6 Planned
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Ability to Change Gift Type
Please add the ability to change a gift's Gift Type once it's in Raiser's Edge either in NXT or Database View. There's too much room for error to have to delete or zero out a gift and then add a new one with the correct Gift Type. Some systems we ...2 Reviewed: Voting Open
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when manually processing recurring gifts, the Next Scheduled Payment Date needs to update
We have 16,000 recurring gifts that are processed online, which we then import into Raiser's Edge. In web view when importing these gifts they are processed as "manual" recurring gifts, and the Next Scheduled Payment Date does not get updated. We ...2 Reviewed: Voting Open
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Apply memberships in Webview
Unless it's already there and I really just can't find it, can we add the ability to apply gifts to memberships and edit that when we look at gift batch details before approving them? Right now, the only way I know to do it is to approve them in W...0 Planned
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Control Commit Report
Provide a way to reprint the Control Commit Report after committing a batch. If my printer doesn't connect properly, I lose the report and have to print a validation report in place of0