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Removing date and source from wealth ratings in NXT
I'd like to be able to remove the date/source from our wealth ratings in NXT. Our gift officers don't care where or when the rating originated, they just want the RFM score or $$. As it is now, when I export a list from NXT, I have to convert it t...0
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Add more date options under "Analysis"
It'd be nice to have the ability to put in a starting date and then check a "to date" range so it stays current. Also add an option for "Last Calendar Year".2
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Marketing Email - Enable Indentations
Indentations are currently not possible in Marketing Email, not even by adding spaces before you start typing text on a given line. Indentations would help provide clarity of message and improve impact.0
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Allow for a security setting that restricts access to a Gifts to a Fund field
This would allow for confidential donor info, via Fund, to be kept confidential to certain staff. This would be beneficial to larger associations, universities, ect.0
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Include a "Planned Gifts" total in Constituent Giving (along with First, Latest, Greatest, and Lifetime Giving amounts)
My gift officers are losing faith in the system when they have to make multiple clicks to find totals on Planned Gifts. This is one of our metrics and desperately need to see it alongside Lifetime Giving Totals. It could be a separate line item, b...0
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Update to Parent Class Analysis Report
This is a great report to run for Annual Report uses because it pulls by class year of the student. It would be nice to be able to have the output be sortable by alpha or by dollar amounts like other reports in RE.0
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Be able to update Gmail conversation threads in the same action
This is for the Blackbaud plugin for Gmail (I am not sure if it applies to Outlook). Assume you e-mail a prospect and you save the conversation (all is well on their record). However, if the donor responds back - creating a conversation thread -...0
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Enter gifts in RE NXT
Please allow us to enter gifts through RE NXT.1
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Put "Add Constituent" on the main navigation instead of Home page
We have been adding a list of new constituents and it would be extremely helpful if the "Add Constituent" button was on the main navigation instead of the Home Page. It it seems like an awkward place to put this function.0
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Eliminate 50 character limit for Custom Field Comments
We are experiencing significant frustrations with regard to the 50 character limit in the Comments field in the Custom Lists. We would like the ability to dictate the amount of characters in this field.0