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Change the wording/display for soft credits in NXT to mimic database view
Users find NXT's "John Doe $5,000 recognition for $20,000 one-time gift" confusing. Change the wording to "$5,000 soft credit."0
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Placeholder when working in Lists
When working in Lists - once you click into a constituent to enter notes or look up a phone number you lose your place in the list. It would be great if the list re-opened where you left it instead of loading at the beginning again.2
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Done button when working in constituent lists
It would be very useful to be able to click a constituent as DONE/COMPLETE when working in a list in NXT. Then we could filter for "Not yet Done/Pending" while working or unfilter to see the whole list. right now there is a lot of extra scrolling ... -
Add More Options to NXT Workflow Designer
It would be great to create a workflow on "years of giving". In the "Giving" section on a donor's profile it calculates their total years of giving. Since the information is already there it would be nice to be able to create a workflow when a cer...0
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Import calendar events as actions
Just like how you can export an action as a calendar event, it would be great if we could import a calendar event as an action. That way a solicitor who works on the run could create events in the calendar that could be uploaded as-is to raiser's ...0
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Deceased Finder in NXT - Records vs. Relationships
Currently in Deceased Finder in NXT, you cannot immediately determine whether matches found are full records or just relationships without actual records. In our case, which may be the same for many other institutions, relationship deceased are ir...1
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Format of Action Notes - Outlook
The Blackbaud for Outlook tool is very useful, however I have found that the formatting of action notes does not carry over to NXT very well. Specifically the paragraph breaks. After you add an action from Outlook with notes, then go to view the...0
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Allow the option in RE NXT Web view to open address in Zillow instead of Google Maps
Our Gift Officers want the option to choose between Google Maps and Zillow when clicking on a constituent's record in RE NXT Web view.0
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Sort the action tile based on status: closed status should be by completed date, open status should be by Action date
When we have activity in donor records, it is confusing when the tile sorting is only by action date as completion can happen early or later. When you are looking at all of the actions, we do not have the correct sequential order. We should not ha...0
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Ability in NXT to export a group of constituent pictures for directory
In NXT, we would like to have the ability to create a query of a specific group of donors and export the group with their profile pictures to use for a directory.0