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Recurring Gifts - Batch Entry
I have seen many comments on recurring gifts and pledge payments. We treat these two differently. Recurring payments are considered when donors set up a schedule on their own for a specific period of time. Pledges need a signed document, and it is...0 Reviewed: Voting Open
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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.5 Reviewed: Voting Open
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Web View Search Bar Functionality needs to be as Robust as Database View Search Bar Functionality
Sometimes to find a donor in RE, you need to search for them via their address line 1, their city, their email, and/or their phone number. This can be easily done via Open a Constituent / Search in database view but not currently via the search ba...2 Reviewed: Voting Open
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Add Recurring Donation Notifications
Add email notifications for recurring gifts as they go through each time; or some type of notification when signing into Blackbaud alerting user there is a batch to approve when these come through.1 Reviewed: Voting Open
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Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open
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Gifts - Add ability to link event to a gift within the Gift record
Adding the ability to link an event directly to a gift within the gift record would streamline a currently complex and time-consuming process. Right now, users must navigate through multiple layers—Events, Overview, Participants, Fees and Payments...0 Planned
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Ability to Choose Email Type for Emails sent through NXT
If an org wants to send different types of emails using RE's Email tool, meaning that some folks may prefer that some emails go to one address and some go to another, there's currently no way to accommodate those requests. Right now, the only way ...4 Reviewed: Voting Open
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Dropdown of table options made available
Where there is a magnifying glass on a data entry point, if you click on the magnifying glass, you should be able to see a dropdown of the table options that sit behind it. For example, a list of funds, campaigns and appeals - although this could ...4 Reviewed: Voting Open
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Carry over to webview existing business rules from Database View
We have many business rules set up. One of the most important ones is that when I mark a constituent deceased, a record is created for the spouse and all gifts are then soft credited to the new spouse record.1 Reviewed: Voting Open
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open