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Actions taken in Duplicate Constituent Management Tool should update same in NXT view
When marking possible duplicates as "Not a Duplicate" from DB View Duplicate Constituent Management Tool, this should also reflect in the NXT Data Health view. Without this, duplicate management is a doubled-up task as have to do it in both views....1 Reviewed: Voting Open
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Default Benefits should update Receipt Amount
When setting up an appeal that has default benefits - associating that appeal to either a standard or optimized form should have the benefits apply to the receipt amount of donations made via the form. Currently 100% of the donation updates to the...0 Reviewed: Voting Open
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Want to be able to remove donors from the Prospect Insights List for review - not just review in 6-12months
To: Nathaly Leiva < casesupport@blackbaud.com > Subject: RE: prospect insights - how to eliminate prospects from the drop down populated list [ cid:image001.png@01DB77AE.44D0C8B0 ] See where it says “review 324 undergiving major giving prosp...1 Reviewed: Voting Open
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Share/Print/Email Custom Dashboards
I would really like to be able to send my fundraisers a direct link to a custom dashboard the way I can for lists, or the old canned analyze dashboards. It would also be awfully nice to be able to email the static images or print them out for use ...3 Reviewed: Voting Open
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Allow filter for recurring gift processing type
It would be very helpful to see what gifts are not able to be automatically processed without clicking through every gift. This is especially useful when gift entry / DBM personnel changes.0 Reviewed: Voting Open
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Change branding card text when "monthly" tab is selected
It would be helpful to have an option of different text that appears on the branding card when the "monthly" tab is selected on the Optimized Online Giving form. That way, we could put text specific to being a monthly donor without having too much...1 Reviewed: Voting Open
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Unified View export/downloads - have ONE Unified place to retrieve exports/downloads.
export/download retrieval in Unified View is inconsistent and scattered across multiple locations, making it difficult to track exports/downloads reliably. Depending on the feature - Events, Queries, Lists, or Reports - exports may require clickin...0
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Events Module – Enable Direct Gift Entry (creation) on Participant Records (beyond linking)
Adding the ability to record gifts directly on a participant's record within the Event Module streamlines event management and improves data accuracy. It enables organizers to track gift exchanges in real time, reducing manual follow-up and ensuri... -
Choosing ID manually when creating a new constituent in NXT
When a new constituent is created via the NXT form, it doesn't allow us to choose an ID manually like we can in desktop view0
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Columns in Constituent Lists
Please add addressee and salutation to the column options for Constituent Lists - this is integral to creating mailing lists.0 Reviewed: Voting Open