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Allow decimal entries in gift batch entries
With stock and now cryptocurrency as types of gifts received, it is necessary that we be able to enter decimals for the Issuer number of units field in the gift batch.0
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NXT Pledges - need ability to adjust, modify first installment, write off, delete pledges created in NXT
Disappointing. Can't even try to address any of this in databaseview. And the workaround of re-scheduling the installment did not work. From Blackbaud: At the moment, WebView does not include the ability to delete pledges or create write-offs dire...2 Reviewed: Voting Open
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Code Tables in Web View should have the ability of displaying long or short descriptions based on the different tables themselves not all long or all short across the board.
Some tables like "state" we would want to use the short description but on others like constituent code we would like to use the long description. They need to be able to be changed independently based on specific code tables themselves, not all o...1
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Allow a Soft Credit to be added in Web view after a gift is saved in the system.
I missed adding a soft credit when entering a gift and was not able to add this subsequently. I feel this is a common issue that many might have. So I feel this will be beneficial if the system can allow us to "Edit" the gift after is entered and ...4 Planned
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Constituent Lists - Make constituent ID or Last name clickable to open their main record.
Currently, only the Constituent Summary field is clickable to open the main record, but it takes up excessive space—often five or more rows. We need a single-row field, like Constituent ID or Last name, to be clickable instead, allowing more const...0
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Gift Aid Claim Reports HMRC Submission
I have just run my first gift aid claim through webview and it is very disappointing that it does not provide a downloadable pdf of the claim. This was used both for any anomalies before submission and provide to the auditors for ratifying amounts...2
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Be able to edit a type in planned gift
No description provided0
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Organization matches gifts check box
In DB view there is a check box "Organization Matches Gifts" - I would like to see it in NXT view too.0
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New gift type for planned giving realized gift
It would be helpful to have a gift type for the realized gift, such as "planned gift - pay cash". It currently falls under "cash"/"one-time gift" when you realize a planned gift, and there isn't a way to pull this out in a report, as it removes al...0
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Create Batch Query automatically when approving batch
We need to have a batch query automatically generated when batches are approved, which can then be used for acknowledgement letters, reports, etc.3 Reviewed: Voting Open