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Constituent Window needed in Webview Gift Batch Entry
Idea https://renxt.ideas.aha.io/ideas/RENXT-I-8385 is showing as Shipped but it is not at all what users are asking for and need. We need to be able to have a window stuck to the side of a webview batch which displays whichever constituent you are...Reviewed: Voting Open
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Ensure all fields in Webview are editable before moving query to Webview Only
One of the major uses of queries for folks who manage data is data monitoring and clean-up. Often this is not done through other tools like global change or import. It's done by pulling up a group of records that don't fit your org's entry rules v...Reviewed: Voting Open
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Retain Mail - Batch Envelopes Export
Pretty remarkable that there are currently no plans to allow for Envelope Address creation in NXT. This is the information we received from our tech team when they reached out. "Checking in with Blackbaud Support, they have not received any additi... -
Soft Credit Search Field
The search field needs to show the Constituent unique ID. We have people with the same name with the same address. When soft crediting in RENXT, there is no way to know which person is the correct one to soft credit. We have created a Query that u...Reviewed: Voting Open
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Ability to Create Folders in Unified View Gift Batch
One of my clients using RE has locations in almost every state. Therefore, for gift batch entry, in DBV they have a folder for each state to keep batches organized. My question is, how will this nonprofit and others like it that have multiple loca...Reviewed: Voting Open
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Ability to query on ID in package list, not just description
Currently, in webview you can only query on the package description under "package list" in a gift query. This is a marked difference from database view, where you can query either. This has always been available in database view, and removing it ...Reviewed: Voting Open
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When setting up a multi-installment pledge, please provide all of the frequency options that are currently available in Database View. Every year we set up many Faculty/Staff payroll deduction pledges which get paid semi-monthly (which is not the same as every two weeks!), and we often get pledges with semi-annual installments requested. Please make Web View better than DBV, not worse!
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Allow Additional Addressees and Salutations to Be Created During Initial New Constituent Entry
Issue When creating a new constituent record in RENXT, users can enter the primary addressee and salutation, but they cannot create additional addressees or salutations as part of the initial constituent creation process. To add alternate or house...Reviewed: Voting Open
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Payment Method should include Business Check and Personal Check
In the new grid batch in NXT the payment method drop down should include Business Check and Personal Check. Currently in database view you are able to select either personal check or business check when processing gifts. It is important to be able...Reviewed: Voting Open
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Improve package search in Batch Grid View so it is filtered by the selected appeal and offers a pick list
When typing a package name in batch grid view, even after the appeal has been entered packages from different appeals come up in the search, as we use the same package names for multiple appeals this means the user needs to guess and guessing wron...Reviewed: Voting Open
