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Have the ability to see a non-constituent record's primary education information from the constituent record.
Currently in database view, when you open a non-constituent record their primary education Class Of is visible without another click. In order to see this information in web view you have to click into the non-constituent record, away from the mai...0 Reviewed: Voting Open
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1. A report of the attachements on the webview. 2. Add donors with specific gifts from a saved list to an even, no one by one. 3. Be able to change or swift gift from an individual to an organization
No description provided0 Reviewed: Voting Open
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Ability to analyze online vs. offline giving in NXT
There is a report in database view called "Online vs. Offline Giving Report" that cannot be replicated in NXT. This would not be a huge deal, except for the fact that the database report does not pull in Online Express gifts. The ability to analyz...0 Reviewed: Voting Open
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Bring back drop down options when adding gifts
There are many appeals, campaigns and funds and the combination to ensure each gift is input the right way is too much to remember by searching for the name.0 Reviewed: Voting Open
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Allow fuzzy 'valid from' dates on addresses
At the moment the valid from and to options on NXT addresses don't work properly, requiring you to mark the addresses as seasonal if you don't have both a proper valid from and valid to date. Sometimes we just don't know this information accuratel...1 Reviewed: Voting Open
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Indicate number of active memberships at top of constituent record if more than one
I've been training my folks for a year now not to trust the "memberships" list on the top of a constituent record. They should scroll to the Memberships tile to see if the person is both a member of the museum AND on the Foundation's board, or if ...0 Reviewed: Voting Open
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Add MasterCard required disclaimer for Recurring Donors on OLX Forms
Now that Mastercard requires we add a clause about cancellation, can BB add a general phrase to the recurring section of the OLX forms and include a merge field for email and another merge field for phone number. This would eliminate an additional...0 Reviewed: Voting Open
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RE NXT Donor Form Designer - Add more than one comment field
Need the ability to add two comment fields. One for donors to indicate if they want a give to be "in honor of/memory of" and another for general comments. Currently can only include one comment field.1 Reviewed: Voting Open
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Improve Formatting of Analyze Reports that are emailed
the format of the reports emailed cut off the date range so the recipient of the report is unable to know the date range of the report.2 Reviewed: Voting Open
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Allow users to request updates to records
Much of our team has limited access to what they can change in a records. So, a small group of us make the majority of the updates. We need to monitor and track those requests. It would be great if a gift officer could flag an address that needs t...0 Reviewed: Voting Open