The comments field of a gift record needs to be editable in NXT
Perhaps this is already in the works, but it would be helpful to add and edit comments that are part of a gift record. Currently, we have to open database view to do this, which is annoying.
We won't be able to full adopt web view until the functionality of database view is moved into web view. It is frustrating to try to train others and be constantly "encouraged" by Blackbaud to adopt web view processes when the simplest tasks aren't possible to perform in web view.
To add onto this, I want to be able to edit things like the gift date/GL date, the payment information, etc. If I can change it in DBV, I want to be able to change it in NXT.
Sometimes I make mistakes during gift entry. Just this morning I had to go back into a gift because I didn't add the check date and number. I need to be able to make those fixes.
The Gift Reference field in database view is used widely by admins, e.g., identifying which gifts were merged, tagging adjustments, indicting which sponsorship package or what level of membership was purchased, gift intent, tribute names, or a whole host of other reasons. It is informational at a glance. Comments are added to gifts at any point in time and not just when the gift itself is being entered. Quite often it is not the gift processors who are adding this information.
Agreed. While everything is changing, a document of what we can do in Database and what we can't do in NXT would be ideal, so we don't have to waste time looking for something.
10000% agree. It's super frustrating to have to open DBV every time we need to edit a gift comment, which we do frequently.
We won't be able to full adopt web view until the functionality of database view is moved into web view. It is frustrating to try to train others and be constantly "encouraged" by Blackbaud to adopt web view processes when the simplest tasks aren't possible to perform in web view.
We won't be able to fully adopt web view until the functionality
To add onto this, I want to be able to edit things like the gift date/GL date, the payment information, etc. If I can change it in DBV, I want to be able to change it in NXT.
Sometimes I make mistakes during gift entry. Just this morning I had to go back into a gift because I didn't add the check date and number. I need to be able to make those fixes.
We need to have the ability to add and edit Gift Comments (aka Gift Reference from database view) in NXT!
Need this function!
PLEASE!!!!
The Gift Reference field in database view is used widely by admins, e.g., identifying which gifts were merged, tagging adjustments, indicting which sponsorship package or what level of membership was purchased, gift intent, tribute names, or a whole host of other reasons. It is informational at a glance. Comments are added to gifts at any point in time and not just when the gift itself is being entered. Quite often it is not the gift processors who are adding this information.
Agreed.
While everything is changing, a document of what we can do in Database and what we can't do in NXT would be ideal, so we don't have to waste time looking for something.
Definitely a must have! Another example of missing functionality in web view that continues to drive me to database view.
YES! Why are so many useful things not available in web view? It's really frustrating.
Need this function, please.