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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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Standard Reports
I voted for viewing standard reports, but along with that, why does it take multiple steps to export, then request a download, which then I need to move into the folder I want it in? Also, I guess Blackbaud is telling me what I need exported and i... -
Separate Email and Phone Communication Data in Queries, Exports, and Imports
Email is not a type of phone. Creating separate Email and Phone categories in Query, Export, and Import would improve usability and more accurately reflect how organizations communicate with and manage relationships with donors. Currently, email a... -
Ability to edit amount, campaign, fund and appeal for recurring gifts
Please make it possible to edit the gift amount, campaign, fund and appeal of recurring gifts in web view. -
Add ability to remove 'has no valid address' flag in web view
Should not have to revert to db view Bio 1 to remove the flag of 'no valid address.' In an attempt to use Omatic am bringing in new addresses for some records that had no mailing address. Have to go to db view to remove the flag at the top of the ...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
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Add gifts to NXT Batch line by line as we do in Database view
I am very concerned about the way gifts need to be entered into a batch in NXT. We can't default columns, so things like appeals and/or Funds show automatically. It would be must easier if we could add gifts to a batch line by line as we do in dat...Planned
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Add Import ID to list exports
Because there isn't an opportunity query type, many users are exporting opportunity lists to build their opportunity update import files. This works great, but the only unique identifier available for use is the opportunity system record ID. Raise... -
Admin Functions Like Globally Add/Change/Delete in DB in NXT
My org uses the global add functionality in database view to add appeal and actions to multiple donor records. It is critical that we continue to have the ability to complete this work. When global add, import, and other administration functionali...Reviewed: Voting Open
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Allow a Split Gift to be applied to a Pledge
Right now, you can only apply the whole gift amount to a pledge. We have some donors who send one check including payments for multiple funds. If we split the gift, we are not able to apply one of those split payments to a particular pledge. Inste...
