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Add an upcoming pledge tag for a constituent
A tag for an upcoming pledge installment payment a month out for a constituent. Would help fundraisers be more proactive in asking for upcoming pledge installments. The tags already include an overdue pledge and an upcoming birthday. Given that th...5 Reviewed: Voting Open
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Enable deletion of gift records when entered in NXT
I had an issue of a duplicate entry of a gift. I had entered the gift via RE NXT and I found out today that it cannot be deleted. It would be very helpful if we could delete gifts that are entered in via NXT rather than just having to change it to...2
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FIX GIFT AMOUNT, COMMITTED INSIGHT FOR PLANNED GIFTS currently not meeting CASE guidelines.
In response to https://community.blackbaud.com/forums/viewtopic/423/49164 The gift amount committed insight is not currently meeting CASE Global Reporting Guidelines regarding realized planned gifts and the original planned gift commitments. The i...0
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Separate emails for declined RSVPs
With the addition of declining RSVPs, we should be able to create a second email response that gets sent to those who decline. As of right now, everyone gets the same email regardless of how they RSVP.1
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Option to add an opportunity within an action
Adding an opportunity (proposal) within an action record could save a step in creating a separate opportunity.0
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Seeing Gifts made in Tribute on the tributee's record
It is great to see Soft credited gifts on the record that is soft-credited but we would like to see the same behavior for tribute gifts. So If I go to constituent x who is honored and memorialized, I want to see all these gifts on record X's gift ...1
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Add option for changing the monthly donation amount in Upsell on NXT donation forms
We have seen a few more monthly donors since launching Upsell but only one through Upsell. I suspect donors are choosing monthly donation after being prompted through Upsell but canceling the current donation and then selecting their preferred mon...1 Reviewed: Voting Open
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Remove terminated pledges from the summary giving tile view
Suppress cancelled/ terminated pledges from being shown on users' web view (or alternatively allow the STATUS of terminated pledges to be seen right next to the gift; in quick view). Fundraiser's in particular would appreciate this hugely when tal...0
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Workflow Designer to allow for Opportunity records and updates to Opportunities
Vote YES!!! if you would love to have workflow designer manage your staff workload for constituents with opportunities. Workflow Designer currently only allows for criteria of new gift. Would be nice if it could look at other records in the system...5 Reviewed: Need Further Info
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Add Tribute Column to Gifts Lists in NXT
It would be great there was an option to add a tribute column in the Gifts list in NXT. Our MGOs would like to see which gifts were honor/memorials, and which gifts to the fund were standard gifts.10 Reviewed: Voting Open