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NXT List filters should include all fields like in DB view
For example: for the gift lists, pledge balance is not showing as an option via filters. There are a lot of fields missing that would be very helpful. -
Manage branding colors from Admin page to carry through to donation & event forms!
Please update this. It is so time consuming to have to change these for everything, especially during implementation and beyond. We are picking these on an admin page set up, so it would be really really helpful to have this stick throughout all o...Reviewed: Voting Open
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Add BBMS Transaction ID to disbursement reports
Please give us the option to include the transaction ID in the BBMS disbursement report--it would be so helpful in reconciliation!Reviewed: Voting Open
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Display relationship attributes in NXT
We use the relationship attributes frequently for non-constituent relationships (and some constituents), especially in a circumstance where the individual shouldn't get their own record (child / minor, work assistant, etc).Planned
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Membership Dashboard/Reporting in RENXT Web View Not Available
In NXT(web view), Membership is not a filter you can choose from when creating a dashboard. It is also not available in insights. There are no list options for Membership available. There are no Membership specific reporting options available in N...Reviewed: Voting Open
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Events - checkmark to add spouse as guest when adding the registrant
Adding a checkmark option to include a spouse as a guest during event registration of the host (main participant) streamlines the process for attendees and organizers alike. It eliminates the need for duplicate entries, reduces errors, and ensures...Reviewed: Voting Open
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Add a Calendar YTD and Fiscal YTD filter option to insights so the comparison to the same period is accurate
I have a dashboard based on "This Year" with several insights. However, the compare to "Same period previous" shows data for the entire year total of the previous year instead of the YTD for the previous period. This does not allow for a live look...Planned
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Add Odata capabilities and/or links in Query/Export.
Sometimes a colleague wants to track a certain initiative - when I was using Blackbaud Altru, I connected queries to Excel documents so the colleague could access live information without logging into the database or request a fetch of new data. T... -
Editing the dropdown menu for Payment method in the Gift record.
I would like to be able to edit the Payment method options in the drop down menu of the Gift record. For example, as a Canadian user, Venmo does not apply - it's not available here in our country. However, we do use EMTs (email money transfers). I... -
Auto populate GL Post date with BBMS disbursement date
it would be a small but helpful time saver if the GL Post Date would simply be automatically populated with the date from the disbursement calendar, rather than me having to take the time to decipher the calendar.Reviewed: Voting Open
