Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-356 Fund Relationships available in NXT.

Fund Relationships in Web View Merged

Currently only Individual and Organization relationships show up in the web view, so fundraisers can only get a partial picture of a constituents relationships with our foundation, which is problematic in cases where a constituent may have a named fund or endowment.

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  • Aug 4 2020
  • Reviewed: Voting Open
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  • Al Angarita commented
    April 08, 2022 14:27

    As of today, if you include all of the posts that Devan Canton noted, this suggestion is up to 407 votes (and is desperately needed). Could be a simple start of 'fund' section in RE NXT for a constituent record that details (a) fund and (b) relationship to the fund (ideally it would also include the current fund balance). Thanks

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  • Devan Caton commented
    December 30, 2020 18:21

    We really need this functionality very badly. The first idea requesting this was posted on 7/6/2016. Can someone at Blackbaud please give us some kind of timeline of when this might be available?

    P.S.- There are 4 open ideas for this same topic that all need to be merged: RENXT-I-356, NETCOM-I-544, RENXT-I-2678, and RENXT-I-3419. As of right now (12/30/2020), if you sum the votes on all four ideas, there are 285.

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  • Lisa Trimble commented
    September 25, 2020 14:58

    It would be helpful to know what fund relationships a constituent has - many of our donors have established scholarships and having this information easily accessible would be very beneficial

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