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Globally Change Action Reminders
Please add a feature in Global Change to allow Action Reminder Notifications to be changed to a different user. This would be very helpful when one staff member leaves or moves to a different role, to globally change actions to show up on the RE "...0
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Timeframe Workflow
Is there a way to put a timeframe a workflow? I.e. Have a workflow align with a campaign time i.e. January 1 - March 310
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Ability to query on proposals NOT the constituents.
This would help us to isolate people who have old proposals that are inactive. Currently if you query for a constituent who has active queries with old date added - i.e. queries that should be marked inactive, but weren't, the results include peop...2
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Change Action Solicitor to Owner
Please consider an addition in the action tab (when creating a new action), to either change the word Solicitor to Owner or simply add an entry for owner. Occasionally, the "owner" of a step is not a solicitor (i.e. DBA makes calls in support for ...0
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Show all affected fields before allowing RE_Connect to change RE_NXT data
When we use RE_Connect to bring data from Core to RE_NXT, it has the ability to delete middle names, divorce families, and cause other damage to our fundraising database. I understand it is Blackbaud's policy to have Core be the database of record...0
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Gift aid reports - exclude gifts based on gift subtype or other fields
In the gift aid reports you can exclude gifts based on appeal, and gift attributes. It would be really useful to exclude based on gift subtype, for example we use this to show Justgiving, Stewardship etc. gifts. And we are currently ALSO adding an...0
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Provide option to summarize Gift Detail and Summary Reports by batch number
This would, in some cases, facilitate reconciliation between Finance and Development, and reduce some manual work. If one needs to pull a summary report of gifts for a given period (e.g. a particular day, a specific week), allowing the flexibility...0
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Auto Email Notifying Solicitor of Gift Received
It would be great if we had a system that automatically emailed the solicitor connected with a donor when a gift was received. It would be helpful to have the constituent's information, gift amount, and campaign ID. That way the solicitor can foll...0
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Add Consent fields to Constituent Batch
None of the consent fields are available to use in a Constituent Batch. All of our records must now have a consent added so this renders constituent batch useless.1
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Office 2016 and Outlook Integration
Outlook integration for Office 2016 need to be implemented.1