-
Exclude inactive campaigns, funds and appeals from report filters by default
It is crucial when filtering, etc on gifts, constituents that we don't have to scroll through miles of old campaigns, funds and appeals. This option is available in RE but not NXT. Seems like it was forgotten.Reviewed: Voting Open
-
Better navigation is needed within various areas of unified view (Events and Batch examples)
In general, navigation is not optimal, and a bit frustrating. Not impressed with Blackbaud on this one. Some examples:When viewing specific event details, you must go back to left navigation, open the events dropdown, and and click "overview" (whi...Reviewed: Voting Open
-
Allow a way to review and approve updates on EXISTING constituents who submit an Online Constituent Form, rather than adding a record for the submitter.
Would be great if this worked like Online Express, to obtain updated information on existing constituents.Already exists
-
Constituent Forms - add a custom box like "notes/comments" where donors can write other information
This is a great addition to have that we can embed into websites, however, it would be helpful to not just have contact information and consent options, we have donor requests come through using a form like this and it would be helpful to include ...Reviewed: Voting Open
-
Display more information on constituent consent tile
My organization is starting to use the Consent tile to record communication preferences, but the current information displayed on it when viewing a constituent record is very limited; all you can see is the channel and opt in/out status. It would ... -
Ability to add permission to run for specific users instead of "All users can run this query"
I'd like to share a Dynamic Query report with gift officers that only the Ops team and the specific gift officer can access. There is no option to share a dynamic report with specific users. All of the easily shared reports are static while buildi... -
Put name of cardholder on each transaction for automated recurring gifts and not "no name"
Once a recurring gift has been automated and amended, the "cardholder name" shows up on the transaction list in Merchant Services as "No Name." There should be an option to enter the cardholder name when amending a recurring automated gift.Reviewed: Voting Open
-
PDF receipt for online donation
I have donors who are elderly and are not tech savvy. They have set up a monthly donation online and thus receipts are emailed. Well they get upset when they are emailed to them and not printed. I can't issue a PDF receipt to them because it was s...Reviewed: Voting Open
-
Letter Code should work for Receipts as well as Acknowledgements
In Database view the letter code field can be used even if the Acknowledgement status is "Do Not Acknowledge". In Web view the letter code field disappears if the acknowledgement status is "Do Not Acknowledge". We issue either a receipt or an ackn...Reviewed: Voting Open
-
NXT Batch Grid View - Allow constituent window panel to stay open between line entries
We check each record for bio information against a pledge card or other donation device and each batch line you have to open up the constituent record using the icon next to the constituent name, cons window pops up on the right, if you click any ...Reviewed: Voting Open
