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BBMS Transaction Reports Need to be Streamlined
It is needlessly inefficient to view a report from BBMS. I have to click 5 times and extract the file from a zip folder just to VIEW a one page report. That is so inefficient. I should just be able to view it right on the screen when I run it and ...Reviewed: Voting Open
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Make one time gift and recurring gift buttons on donation page look selected or unselected
If you have the option for both one time gift and recurring donation on the RENXT webform, they both appear to be selected. This leads to confusion for the donor.Reviewed: Voting Open
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Stop using period as delimiter in automatic attachment upload names.
When a user goes to add an attachment to Raiser's Edge NXT, dragging and dropping a file into NXT will automatically import the file name as the name of the attachment. However, the attachment name is cut off after the first instance of a period i...Reviewed: Voting Open
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Move Annotation to Middle of Record and Highlight It
When our users open a constituent record that has an annotation/alert on it, they don't feel that the annotation stands out because of the color scheme and the location. Would love to see the annotation pop up in a red or yellow box and possibly i...Reviewed: Voting Open
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The ability to drill into Referral Visits Summary on Donation forms to see who donated from what links
It would be great to be able to analyze which gifts came from which donors through which links to gauge the performance of our donation forms and connection to social media/websites. The ability to drill into all the referral visits summary data w...Reviewed: Voting Open
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Additional filtering of gift types (one-time/monthly/etc) in email gift amounts
When sending emails, we've seen the issue of not being able to filter the gift type when sending out emails, and because the closest option is [last transaction amount] it pulls any gift that was last (which doesn't allow to sort this ask by gift ...Reviewed: Voting Open
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Map in Visit order under Address Mapping
Fix it so that when you look at a group of donors under address mapping so that the computer puts them in order to go visit them without back tracking. Would be nice if you could number the 10 to 15 stops on the pins in the order you want to visit...Reviewed: Voting Open
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When using the "Mark as Complete" button on an action, automatically add a new notepad.
Currently, when you click on the "mark as complete" button, it brings up the latest notepad, which is often a separate incident from the one you're trying to describe. It would be great if clicking Mark as Complete would automatically open a new n...Reviewed: Voting Open
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Add more fields for search criteria in OLX Constituent Matching and OLX Giving Form
Class Off, Spouse FN, Spouse LN, Spouse Email, Maiden Name, Nick Name, Spouse Nick NameReviewed: Voting Open
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Allow receipt date in web view Gift receipting to be configurable
I need the receipt date to be the gift dateReviewed: Voting Open