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See which user sent an email
We have multiple staff who create and send emails. It would be helpful to be able to see which user created and last edited an email, when it was created/last edited, and who actually pushed send.
Created 19 Oct 16:58 by Angela Pizzolato
Email
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6
Vote
Add new 'type' in Notes & Actions and 'category' in Custom Fields
It would be useful to be able to add a new type under Notes and Actions, and a new category in Custom Fields. At the moment this needs to be done in the database view. Having this functionality in webview would speed up the process.
Created 31 Jul 13:15 by Guest
Actions
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2
Vote
Bulk delete credit cards from Bio2 Tab
It would nice to be able to remove a bunch of expired cards or rows with no card # from the Bio2 tab completely via some kind of cleanup utility. Currently one can only delete the number, but the row remains because Card Type is still required.
Created 21 Jul 20:53 by Will Owen
Constituents
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3
Vote
Merging Records - Merge all Attachments to Primary record
When you merge records in Database view and the secondary record has an attachment in RE NXT the attachment will not be merged over to the primary record in RE NXT. You will lose the attachment. It would be a good idea if blackbaud can work on bri...
Created 22 Apr 17:23 by Guest
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3
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Accurate lifetime giving totals
It would be really useful if the Lifetime Giving totals displayed accurate amounts. At the moment if a donor has given £7650 over their lifetime the total rounds up to £7700, which is inaccurate.
Created 22 Apr 14:54 by Guest
Gifts
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1
Vote
Checks V.S. ACH/Online Payments
You should be able to tell the system whether you want a check or if you paid something online.
Created 18 Oct 12:20 by Jackie Woodcock
Actions
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2
Vote
Option for Add as well as Edit and Delete in Action by Security Type
Having the option for people to be able to just add an Action by security type. At the moment you can only select edit or delete restrictions by security type and this means that people then also can't just add an Action. For medical records it wo...
Created 20 Jul 15:29 by Emma Rushton
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3
Vote
Create a month without a year filter
For year by year comparison by month
Created 21 Apr 14:46 by Reuben Schmitz
Data analysis
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2
Vote
Option for Supervisors to see when a record has been viewed
If in a medical or public sector organisation it would be useful for good record keeping to have a log of which fundraisers/canvassers have viewed a constituents record and when. At the moment you can only see if the record was changed, when this ...
Created 19 Jul 15:01 by Emma Rushton
Security
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2
Vote
Consistency in batches from BBMS into RE NXT
Is there a way to customize or at least understand how the batches from BBMS come into RE NXT? Sometimes it groups different forms in batches, sometimes it groups all payment methods and others they are all mixed. It would be great to customize th...
Created 19 Jul 14:11 by Lee Grisham
Blackbaud Donation Forms
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