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Constituent record view: Offer two options
After the tabbed constituent record view is released, please give each user the option to switch between the new tabbed view and the current tile-based view as a permanent feature. Two things are true: Super users and those who do a lot of data ... -
Allow to view as user with specific permissions / roles
Allow admin to view as user with set specific permissions / roles so that staff can verify that the user has the correct access without having them log in to verify.Reviewed: Voting Open
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Retain Mail - Batch Envelopes Export
Pretty remarkable that there are currently no plans to allow for Envelope Address creation in NXT. This is the information we received from our tech team when they reached out. "Checking in with Blackbaud Support, they have not received any additi... -
Bring Fund Annotations to Web View
Currently, our organization utilizes annotations on both Constituent and Fund records in the database view substantially. We store critical information that users MUST know when they open a record, and we check the "display automatically" box so t... -
Include ability to add addressee and salutation to organization constituents
When using RE to generate letters, including tax receipts, for organizations, the letter will be addressed to "Dear ,". (i.e. where the name should be it is blank) It would be nice to be able to have some sort of optional addressee/salutation for ... -
Default Username to be populated within the 'Assign to' field of an Action
When any user creates an action, it would be helpful for their name to be prepopulated in the 'Assign to' field of the action. Defaulting to the user who creates the action greatly reduces the opportunity for the field to be blank and their name l... -
Updates needed for Managed Lists in NXT
If Managed Lists are replacing query lists, please ensure Managed Lists have these functionalities: being able to display constituent addressee and salutation being able to delete multiple constituents from the list at once without having them... -
NXT donation forms OTHER FUND DESIGNATION with gift comments required will affect all selections to fill in comments.
Logic is required when selecting OTHER FUND DESIGNATION to open the gift comments field. The gift comments field will need to be "mark as required" to provide the location to process the donation, but should only be required when OTHER is selected... -
Freeze Name at Top of Constituent Record
Would it be possible to "lock" the constituent name, along with constituent code, ID# spouse name etc at the top of the screen as you scroll down through the tiles of a record? In database view we always have the name on the bar across the top of ...Reviewed: Voting Open
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Customize New Validation and Control Report in Web view
I am pleased that we now have the ability in to generate these reports in Web View. I was wondering how we go about customizing/configuring what fields are printed and how we can ensure the batch number is in the header as before (See pics below)....Reviewed: Voting Open
