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Mail merge fields for TFY and TY for emails
We send emails to our donors with the amount they we have received (hard and soft credits) for the school year/FY and would like to have this as an option. Along with just more mail merge options.0
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Emails from NXT
Emails sent in NXT should show up on the constituent record in database view.0
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Email Receipt PDF in NXT
In order to comply with CRA standards, it would be helpful to be able to download the audit documents for multiple PDF receipts that have been emailed to donors. Right now, you have to do so one at a time, which is not efficient when having to dow... -
Constituent Giving History - sort gift dates
sort a Constituent Giving History Report by constituent and then date? The dates are all over the place and hard to follow0
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create option for texting to consitituent lists (similar to the current email option)
I currently email to constituent lists and would like that as a text option as well.0
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Ability to review a list of constituents, select certain ones and create a new list with just those
would also be great to have other functions - select specific records and add an action, add a note, attribute or just save those selected profiles into a new saved list.0
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Add a "Blackbaud Fee" Column to BBMS Disbursement Reports
If there was an additional column for Blackbaud Fees on the BBMS reconciliation reports, we would be able to more accurately see what our donors are paying when they are making their donations. The charge on their CC only shows our BBMS descriptio...0
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STRUGGLING WITH MANAGING DUPES COMING IN TO BB! PLEASE HELP!
No description provided0
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Ability to query on Attachments in NXT (webview) Query
Please make Query in webview more robust by having fields available that will enable finding records with an Attachment. This could be if there is a date of the Attachment, or possibly search by/within filename. Possibly File Type (jpg, pdf, doc) ...1
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Display Tribute Acknowledgee Names in Web View during Gift Entry
Currently, data entry staff must manually review tribute setups to confirm notification names, adding unnecessary steps. To streamline the process, update the system to automatically display all relevant notification names in the data entry interf...2