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Ability to Select the Correct Tribute When Multiple Tributes Exist on a Constituent Record When Processing Online Gifts
Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing) Description: When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record...5 Reviewed: Voting Open
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RE NXT Grid View Batch not needed for online gifts
I understand that we all wanted a quick ways to enter gifts similar to the batch in DBV (database view). This is not helpful for processing online gifts. Even Online Express had a different view than batching. We have a few custom fields that help...3
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Ability to match Organization Name to Individual Constituent in Online Data Review
In online data review there is a need to match the" Organization" to an individual constituent record. The reverse of this is already true ("Donor" can be matched to an organization constituent record). It would be great if we could match "Organiz...1 Reviewed: Voting Open
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Online Data Review must be added for Event Registrations
Event Forms are currently unusable for our nonprofit because Online Data Review and specifically being able to use "Review and match all transactions" (a necessity to prevent drastically increasing our number of duplicates in the system that would...40 Reviewed: Voting Open
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Online Giving / Online Data Review > Tribute Description Field - manual data cleanup is required due to system-inserted text during Online Data Review - Stop injecting the unwanted text.
The program is automatically inserting unwanted text — “Donor-entered text: '[tribute name]'”— into the Tribute Description field during Online Data Review of Online Giving Gifts. Despite reporting this to Customer Service, they insist it is not a...6 Reviewed: Voting Open
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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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The Appeal Record pages need to update in real time.
Right now the tracker on my home page has an accurate number of gifts, but the appeal page with all the stats is way behind. I'm hoping that everything in NXT updates in real time once the conversion from RE is complete.0
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Address Review option with Online Data Review
There are several open ideas regarding address with online forms - notably #4911. If the donor matches due to email and name being perfect match, however the donor opts to not fill in the address completely - or intentionally enters bad address in...0
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Include inactive constituents in Online Data Review's constituent search capability
Problem Statement: Online Data Review is excluding inactive constituents when performing constituent matching and when users use the constituent search capability. Repro Steps Configure the Online Giving settings to Review and match all transactio...4 Reviewed: Voting Open
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Tribute management: non-constituent tributes and fixing user errors
Currently, there is no way to bypass the record matching or creation screen when a donor makes a gift using the online form and lists a "tribute" that is not a person or organization. There is no way to bypass record creation to fix the error and ...3 Reviewed: Voting Open