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Add Multiple Appeals to One Fund on NXT Donation Form
We'd like to create a donation form with ONE fund and allow our donors to select from a list of appeals attached to that one fund. Is there anyways to make this happen? I see on on the NXT donation form we can choose several funds but only one app...Reviewed: Voting Open
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I'd love to customize my home page with the "Needs Attention" box from the Gift management tab front and center.
It's one of the first things I check daily, and throughout the day. And so important to catch right away for recurring gifts and pledges. Thank you!Reviewed: Voting Open
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Including a column option in Actions to show that there is an attachment
When doing an action list at this stage there are no filters or column options to show if there are attachments on the action. These can only be viewed by checking the action inside the constituent record.Reviewed: Voting Open
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parentheses in query control reports
Web view query control reports do not include the parentheses when criteria are grouped.Reviewed: Voting Open
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Show Direct Debit for Applicable Donors Only
About 40% of our donations are from international supporters. We have the direct debit option turned on, but that only works for USA/Canada-based donors. We receive a lot of negative feedback from our international supporters who would like to giv...Reviewed: Voting Open
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Enable "Position" field in all relationship types
The Position field is so useful in adding detail to relationships between individuals and organizations while reducing bloat in the Relationship Types system table. A similar field for relationships between individuals (whether called "Position" o...Reviewed: Voting Open
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International Addresses Appear Blank in NXT - Show Them Properly
Not sure when this happened, but anyone with an international Address (not United States as the country) appears to have a "blank" address in RE NXT when you are looking at it. The address will read " Address block left blank" but that's not reall...Already exists
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Allow cash gifts to be linked to a planned gift on another record as realised revenue
This is a commonly discussed issue across BB forums - we need to place the cash received on the individual / organisation that paid us the money, however we need to apply this money as realised revenue against a planned gift. As the person with th...Reviewed: Voting Open
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Ability to soft credit opportunities or to add to multiple constituents records
i.e. spouse/multiple trustees of a trustReviewed: Voting Open
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Add Campaign to Workflow Constituent Criteria
It would be helpful to limit workflow constituent criteria by Campaign. Use case: I want to create an action to call donors who give more than $X to a specific campaign.Reviewed: Voting Open