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establish an easy way to locate a data field
It would be helpful - when viewing a field - if one, could 'over' over it and the 'path' could be revealed. As a newer databasemanager TBH it is frustrating to constantly dig for field/criteria locations which are buried within Blackbaud RE. Diggi...0 Reviewed: Voting Open
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Text-to-Give and More Texting Integration Overall
Ability to have text-to-give and also more texting options integrated to communicate individually and under the marketing tab0 Reviewed: Voting Open
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Create a YTD Opportunity!
I tried to create one myself because I wanted one place I could see the total giving for the year, actions for the year, etc. all within the constituent's record on webbased view. I know there are other ways to find it via reports and database vie...0 Reviewed: Voting Open
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Summary on Opportunity Boxes
It would be helpful to be able to see the total amount funded and number of gifts given towards the opportunity. I know you can see the total under database view, but it would be helpful to see it in webbased view too. -
Add the Purpose field to Actions in NXT.
I would like to be able to use the Purpose field to tag actions specific to certain appeals etc. There is a way to do that through Opportunities, but adding actions there is cumbersome.0 Reviewed: Voting Open
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Auto-generate multiple salutation formats.
When a new record is created, NXT automatically generates multiple name formats based on relationships and a default Addressee/Salutation format (admin defines default, users can update as needed). Formal / Informal Combined Addressee (if Spouse r...0 Reviewed: Voting Open
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Add an Action when a gift statement is sent in NXT
These statements are sent (currently) without the ability to preview them, and they are also not recorded in a constituent's record. This is poor record-keeping; we need to be able to preview receipts & statements and have a record in a donor'...0 Reviewed: Voting Open
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In the Analyze Overview, add reporting on donors (by constituency) as well as gifts and revenue
We report on the number of alumni donors, not just the number of gifts or the revenue from alumni donors. It would be handy to have that number broken down in the analyze view vs. having to create a list of gifts, then remove duplicate constituents.0 Reviewed: Voting Open
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Add Funds to RENXT menu bar
I have always built and viewed funds in RE database view. Recently, while working with a fund in our integrated NPact grant software (GENXT), I was instructed to select the RE button which would take me to the fund in RENXT. There I saw the fund i...0 Reviewed: Voting Open
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Gift Notification Emails Now Useless
I get the reasoning for changing the notification emails for security reason, but can I at least get a donor name or constituent ID so I can look them up? Lists do not show gifts that have not been posted/processed. And while our database manager ...0 Reviewed: Voting Open