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Grid view: default template and template selection
-We should be able to select one of the templates we created to be the default for grid view batch entry. -The menu to apply a batch shouldn't be a drop down that requires typing or clicking to see the whole list we have - it's too many clicks! Ju...Reviewed: Voting Open
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Suggested Changes For NXT Batch Grid - Cell Size, Proposal Application, Pledge Autocomplete, Solicitor
-Please allow us to change the size of the cells to make them as small as we wish -Please allow us to apply a gift to a proposal -Please make it so when you apply a gift to a pledge, it auto-fills the cells with the relevant pledge informationReviewed: Voting Open
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Create the ability to use fiscal year instead of calendar year for donor retention, acquisition, and recapture reports
The stats per organization are much more useful in looking at their own fiscal year alongside organizational calendar and development plan (to align with budget and other reporting metrics as well).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 ...Reviewed: Voting Open
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Custom Dashboards in Work Center
It would be really helpful to be able to completely customize a dashboard in my fundraising work center, much like I did with the Dashboards function in RE7. For example a dashboard on recent gifts over a certain amount that are not assigned to a ...Planned
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Global delete of a fundraiser off multiple constituent records
Need to be able to globally delete a fundraiser off of multiple constituent records the same way you can globally add them.Reviewed: Voting Open
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Tribute Date fields when editing an NXT gift batch vs. having to go to the Constituent record
Tributes attached to gifts in NXT gift batch sometimes have an error about a tribute date being wrong. This should be able to be corrected directly from the tribute column in the batch. However, when editing it there, there are no date fields to e... -
Ability to Route Tribute Gifts to a Separate Bank Account
Blackbaud allows us to add multiple bank accounts, but there is currently no way for our donation form to automatically route a gift to a specific bank account based on the donor's selection of the tribute option.It would be helpful if organizatio...Reviewed: Voting Open
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Add Finder Number field to Web View batch templates and grid entry
The Finder Number field is not currently available in Web View batch entry or batch templates. Our organization uses Finder Number as a unique identifier when batching gifts, and it's essential for reconciling gift batches with our Finance departm... -
When will the Pledge and Recurring Gift Reports Journal be available in unified view/web view? This report provides pledge information for the independent audit firm that prepares our annual audit.
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