Show all available appeals, funds and packages when adding a gift in NXT

When adding a gift in NXT the autofill prompt only kicks in when you type in three characters. There are so many appeals, funds and packages to choose from, there should be the full list available to view and select when you click on the option (similar to a drop down list). This was the case until a recent update removed this feature.

  • Mark Stevens
  • May 19 2020
  • Reviewed: Voting Open
  • Attach files
  • Lindy Ebbs commented
    27 Feb 15:49

    Thanks for that information Anthony

  • Admin
    Anthony Gallo commented
    27 Feb 15:44

    @Lindy yes, we have plans for this idea specifically (showing the full list), the filtering for CFA items based on that "Limit the data entry...", and showing IDs for CFA items in Q2. The package/appeal one is a bug that will be done in a day or two. And these statements are specific to batch entry.

  • Lindy Ebbs commented
    27 Feb 15:36

    I hope they do the same thing for Funds/Campaigns. In the original NXT batch the dependencies worked there like they do in database view.


  • Admin
    Anthony Gallo commented
    27 Feb 15:17

    @julie The appeal/package issue is a bug we are working on and we are close to finishing that one. You may see it be disabled now if there is no appeal defined, we are just finishing up the dependency part to only show the correct list of associated packages.

  • Julie Fournier commented
    27 Feb 14:37

    Please remove the option to see all packages. We should only see the packages that correspond to the appeal being used.

    Blackbaud suggested a workaround where we make each package description unique . This is not realistic. We manage hundreds of appeals, and this workaround quickly becomes unmanageable. The current setup is unbearable for day‑to‑day use.

  • Catherine Hutchins commented
    July 22, 2020 14:54

    Seconded!

  • Jill Ver Lee commented
    July 22, 2020 14:23

    I agree - PLEASE bring back the way it was!