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Copy actions across constituent types
The new copy actions feature will only search for constituency type of individual when seeking additional records to copy to. Needs to function for all constituency types, especially corporations.Reviewed: Voting Open
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Add multiple solicit codes at once to a single constituent
Our database has a large number of solicit codes. Several of our most common processes involve adding up to 30 solicit codes at once to a single constituent. In database view, this was easy to do. You could move all solicit codes into 'Selected' w...Reviewed: Voting Open
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Add Solicit Codes as an Attribute in Insight Designer
We filter out alumni in specific measures that are "No Contact" or "No Solicit." We need to be able to do this in Insight Designer.Reviewed: Voting Open
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Insight Designer: need to distinguish Primary Education Class Of
There is no way to distinguish the PRIMARY education class of when setting filters in Insight Designer. This means that if an alum has other education relationships with class years listed, that person will be included in reporting for any of thos...Reviewed: Voting Open
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Further improve Actions lists by allowing filtering and columns for Constituent custom fields and addresses.
The ability to filter by and add columns for Action Custom Fields has greatly improved Action Lists. The ability to do the same with Constituents Custom Fields and Locations would be a game changer.Reviewed: Voting Open
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Be able to search a fund using the GL rather than the FUND ID.
It would be helpful in RE to be able to search for a fund using the GL. We don't always remember if a certain fund is set up and what the Fund ID would be.Reviewed: Voting Open
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Blackbaud Dashboard editable so no inactive funds appeals or campaigns show in selection
Even though old funds, appeals and campaigns that are no longer used and are inactive in the appropriate table they are still showing in the Dashboard and this makes it very difficult to customise the report for more accurate use. Currently if you...Reviewed: Voting Open
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Giving Statement email confirmation
I had a mix up happen yesterday with the NXT giving statements as I was learning the new nxt giving statements. I sent out email statements by mistake which really upset my boss. There needs to be more confirmation when sending out these statement...Reviewed: Voting Open
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Bulk add participant options in event module
I think the events module needs more work, but a small fix would be to allow event managers to select multiple participants from the participant list and add participant options to all selected instead of having to go into each record. And when ma...Reviewed: Voting Open
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Timestamp field/filter that can pull when a specific constituent code is actually assigned, modified, or deleted. Independent of the “Date From” and “Date To” fields.
We would love to see an addition of a system generated timestamp that records the actual date a constituent code was assigned, modified, or deleted. Independent of the “Date to” “Date From” field. This would allow us to run queries based on true a...
