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Being able to filter out more fields in Reports
Our donations and gifts are separated by certain subtypes, payment vs. donation, and reports won't let you filter out subtypes, or in fact appeals either. That would be a great option to have
Created 30 Oct 18:35 by Guest
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2
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Fields to add for acknowledgement letters/pledge balance reminders
Hi, I am attaching a letter that I would love to have the ability to export for all open pledges to our constituents. The last two columns at the end are what I would like to add that I cannot do at this time: Next Payment Due Date Next Payment ...
Created 26 Aug 14:43 by Guest
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2
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In NetCommunity Transaction, have option to search for match by Alias field
In RE when searching on a constituent, we have a checkbox to search the Alias field as well. In the NetCommunity transaction area of RE, when the system searches for an auto-match this feature is NOT there. So these two parts of the system are wo...
Created 23 Aug 16:16 by Guest
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Restrict files (Custom Crystal Reports) from being deleted in Client files
Once you upload a file the owner should have control over how and when it is removed from Client files. My entire folder of Custom Crystal reports somehow got deleted, not be me. Luckily Blackbaud was able to restore.
Created 05 Oct 20:53 by Maryann Perrotta
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Enable more control of package info on appeal performance analysis report
Export doesn't work well for organizations that split gifts, so they rely on this report for package breakouts. It would be wonderful to have more control over what information prints about a package, rather than just the preset two lines.
Created 26 May 17:10 by Guest
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Fix Roles in Research Point
According to support the Prospect Research and Prospect Research Manager roles, as well as the Development Officer and Development Officer - Advanced Rights roles must be used together, not individually. It would be most helpful if they would offe...
Created 13 Aug 21:06 by Evelyn Sheckler
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New Panel Option for Home Page: "Recently Accessed Records"
For those of us who like to do a lot of our daily work from our customized Home Page, it would be very efficient to have the "Recently Accessed Records" as a panel option on the Home Page. Rather than having to leave the Home Page to go to the Rec...
Created 12 Aug 16:31 by Sonia O'Connor
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Please add NPV (Net Present Value) Date and Remainder Value Date to the available fields in reports
Having the NPV (Net Present Value) Date and Remainder Value Date on the reports would save time and be very convenient.
Created 10 Aug 16:50 by Dawn Schumacher
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1
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Please update the ADDRESSFINDER "get started" steps to include the "select records" step!
This option is hidden in the config/wheel icon pull down and subjects users to missing the opportunity to select their records list prior to the "finish" button for this setup
Created 12 Jun 22:03 by Guest
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1
Vote
Adding Filters to Static Query
As with RE database view, NXT should not only allow to "select from static query, " but alsp apply additional filters effectively and produce the results needed to conduct business.
Created 16 Apr 16:39 by Guest
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