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Notification to staff when specific trigger occurs
I know in workflow designer you can set it up to send an email or create an action based upon a trigger but it would be great if there was something like that to notify staff or a specific internal distribution group when an important event happen...Reviewed: Voting Open
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Find and Replace GL numbers in GL Distribution
I would like a function that you could utilize when you need to update all funds with a new GL number. We recently closed a bank account and now need to have all GL numbers w/in the funds updated to the new one. I would like to be able to do a fin...Reviewed: Voting Open
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Actions/Notes entered should automatically reflect who entered it.
We have been entering actions/notes in RENXT with the assumption that if someone else viewed the action/note, they could see who entered it. Now we found out that it doesn't so I should have been listing my name and not saying "I" met with donor, ...Reviewed: Voting Open
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Date & Time stamp for notes
The F5 date & time stamp is extremely useful for notes in the database view; please consider adding to RENXT.Reviewed: Voting Open
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Provide Ability to Configure How Fundraiser Totals Towards Goals Are Calculated in NXT Work Center
In the NXT Work Center fundraisers can see how much money they have raised towards their goals. The dollars raised for each goal, however is restricted to just "cash-in-hand giving" that only "includes one-time gifts; gifts of stock/property; and ...Reviewed: Voting Open
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Save outgoing emails from NXT as actions on a constituent record
We would prefer that our stakeholders worked from RE NXT instead of having to go back into RE to create an action to send an email to save directly in a constituents recordReviewed: Voting Open
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Add "copy action" functionality in the Outlook for Blackbaud Add-in
Our gift officers love the Outlook for Blackbaud add-in for Outlook. They create many of their actions from Outlook. It would be great if the copy action functionality just delivered (Nov. 2021) could be added to that tool as well.Reviewed: Voting Open
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Allow to assign solicitors conditionally in workflow
It would be great if in workflow I could assign the action to the assigned solicitor, or if the record does not have a solicitor, then I can designate a solicitor to have those assigned to. Sometimes someone gives a gift at a level that triggers a...Reviewed: Voting Open
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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.Reviewed: Voting Open
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Add Recent Gift as a condition in Workflow
It would be helpful from a campaign/moves management stand point to add something like "Has given a gift" as a condition in Work flow. For example if the donor has given the gift they were solicited for, a follow up action for a thank you/stewards...Reviewed: Need Further Info