-
Adding gifts in web view would automatically add Appeal to the constituent record
Right now, if you add gifts in the database view, the appeal will automatically be added to the constituent record. This is not the case in the web view. It would be really helpful for that functionality to exist on both views because right now it...Reviewed: Voting Open
-
Search Inactive Emails in Omnibar
As of right now we cannot search for inactive email addresses of phone numbers, which makes us more prone for duplicates in the database. Would love to be able to search for multiple data points in the omnibar, including inactive email addresses a...Reviewed: Voting Open
-
Broaden New Email Opt-in Link Capabilities (Generic Opt-in Link)
The new Email Opt-in Option is helpful, but in a very limited way. It eliminates the need for a BB support rep to be involved in repetative requests to remove a previous opt-out, but it leaves a singificant repetative onus on our end. The process ...Reviewed: Voting Open
-
Add the ability to pull Maiden names in NXT.
When pulling alumni lists, our constituents do not recognize married names and need the maiden names. Database view pulls outdated addresses, duplicates, and is not user friendly.Reviewed: Voting Open
-
No requirement - or customizable requirement - for phone status
We have run into the problem that if the one and only phone number we have for a constituent is Inactive/Bad, we still have to mark it as primary - even if also marking it as Inactive. This is totally unnecessary and can get confusing. It would be...Reviewed: Voting Open
-
Event Registration Form Organizations Only
There is no way to make a form require a company name. Say, it's a sponsorship form and those sponsors are companies, it's too easy for the person filling the form to skip the checkbox for organization and not input the organization name. You shou...Reviewed: Voting Open
-
Allow upload of batch of gifts in Gift Management by csv file
Entering batch of gifts, one by one, in Gift Management is very time consuming. A feature to upload the batch by csv file would save an enormous amount of time.Reviewed: Voting Open
-
Add an option to filter portfolio by blank prospect status in the work center.
Currently, we can only filter portfolio by prospect status if it is filled out on the constituent record. I am often working with gift officers to make sure everyone in their portfolio is in a status/stage, and it would be beneficial to only see t...Reviewed: Voting Open
-
Author field in Actions
You have added Author field in Notes, can you add them in Actions as well? We have a lot of older Actions where a solicitor was not defined, and it would be nice to see the Author.Reviewed: Voting Open
-
Display ALL relationships on the webview
We would like to see the high school that our alumni attended... We have created the relationship on the database view but it is does not show on the webview.Planned