-
Make packages available to edit through global change
It would be very helpful to make it possible to mass assign packages to a query of gifts through the Global Change function in RE database view. If there is a good work around for this currently, please let me know!0
-
reports for gift batches in NXT view
Currently you can not export or access commit or validation reports on gift batches created in NXT view. It would be really nice to have access to validate and then approve/commit gift batches in NXT and then also preview and print commit and vali...1
-
Add Wire as an option to the Pay Method on a gift record.
The only option right now is to select Other and put a description in the reference field. When running gift reports, it would save time if you could only select the pay method field instead of researching each of the Other gifts reference lines.1
-
Allow the Project to be manually entered or overwritten when batching gifts
We use a lot of project codes and we fundraise for nearly all of them. Because project code is hard coded into the GL distribution of a gift subtype, we have to create new gift subtypes for every project code we use. We would like to map a gift su...0
-
Fundraiser notification
As a major gifts officer, it would be beneficial to have automatic notifications come directly to me when someone makes a donation of XYZ+ amount.0
-
Link ALL the data in a gift to a proposal/opportunity when linking in Batch
When linking a gift to a proposal/opportunity in Batch, instead of just linking gift amount and date, why can't it also transfer campaign, fund, and solicitor if that data is already in Batch? Why should it only link that info if I am linking the ...0
-
Create canned reports to pull the information for the annual DASL report from CASE/NAIS
The 2022 DASL survey has finally changed and it would be helpful if BB could create canned reports for the Fundraising section. The survey asks for the following information for the last FY: TOTAL $ DONATED TOTAL DONOR COUNT DOLLARS RECEIVED (HARD...0
-
Giving history in Constituent Field window within Database Batch
Within gift batch,I ALT + C + H to open the constituent's giving history to see when the last gift was (or no previous gift) as this affects what thank you letter they will receive with their receipt. What would be far better for time management i...0
-
Add ability to run query/report on recurring current and future payment projection totals per constituent within a specified period.
It would be nice to be able to run a report like the cash flow report but instead of displaying the amounts projected to funds, display the constituents information. We need this information to be able to place individuals in specific annual givin...0
-
Move Gift from one batch to another
Gifts are occasionally entered into the incorrect batch, especially when processed through an integration, NetCommunity. Having the ability to click on a line in batch and move a gift to a different batch would be very helpful. It would be even gr...0