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Actions items associated to a user
We currently had some issues with one of our user groups regarding dashboards. In order to clean up the shared dashboards, each user account in that group was corrupted therefore requiring us to reset these user accounts. Everything was looking pr...0
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Add Donations Paid amount as a Filter to Constituents Events Tab and let us select the filter we want.
You can see the "amount paid" for registrations but it does not include donations amount paid. Either have both the amount paid and the donations paid added together for that event, or add a Donations Column so we can see the donation about withou...0
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Highlight the working row in batch
When working in batch, it would be helpful if there was an option to highlight the working row. If a batch has many columns, and you are toward the end, if the working row was highlighted, then it would be easier and faster if you need to confirm ...0
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Unskip a skipped transaction
When a transaction on a recurring gift is skipped, there is no way to roll back that skipped transaction, meaning that any extra gifts applied to the recurring gift roll forward the wrong date.1
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Make the response field on the appeal tab populate when a package is on the gift record.
When appeal and package are on the appeal tab and a gift is added with that appeal and package, the appeal tab won't fill in the response field. BB 104774 says the problem is the package on the gift.0
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Automatically sort configuration table entries
When entering a new table entry in Config>Tables, it would be helpful if the tables automatically updated the sort order alphabetically/numerically. If other users prefer having a different sort order, perhaps product development could create a...0
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Event Summary screen incorrect when Pledges are written off
The Events Summary Screen has incorrect totals if we have written off pledges that we will not be receiving. The Gift Amount (Pledge) shows as the Pledge Balance as outstanding on the Event Summary screen even though the TRUE Pledge Balance is zero!0
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The adjusted gift report truncates fund names
When I run the Adjusted Gift Report, the Fund column is too narrow, and it truncates the fund names for both the Adjusted and Original Fund. It would be nice the report would wrap fund name to a second, and third line if needed, in order to proper... -
Change how you make a contact appear in Action Contact dropdown in NXT
In RE7, you tick the Contact box to make a Contact appear in the Action Contact dropdown. In NXT, there is no Contact tickbox and you have to select a Contact Type to make the Contact appear. We don't find the Contact Type works particularly well,...0
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Have all of a my site ID's current contact name, position email & phone# when logged in website as site admin. They chg too frequently
Site Administrator logs in to BB website, clicks on my account. then have a place where all current contacts for that particular Site ID are listed. Include Name, Position or area of expertise, email, and phone number. They change so frequently th...0