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Include MG Payments in the sum of total giving in the Life Time Giving NXT window. Also include this info in the display window in the Giving History NXT window.
For Development Officers and solicitors that are using NXT to research a donor; especially when on the road and about to meet with a donor, it is important to have accurate and reliable giving history. Currently the "Life Time Giving" window does ...0
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prospect
Create a new query type "Proposal" to pull information based on Proposals.3
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Give us the ability to delete entries in the Pledge Reminder History
I recently ran pledge reminders and allowed RE to add the reminders on the "History" of each pledge. My Director of Development pulled a few of these letters while she was signing the batch. It was only then that I discovered that RE users do not ...1
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Add membership ID as a field in Online Express
It would be helpful to include the Membership ID as a field in Online Express to be able to include an email our members.1
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Search by Gift ID when Opening Gift
When opening a Gift from the Records page, you can search by Constituent details, but not by Gift details, even though it's a Gift that you are searching for. To prevent duplication, I always incorporate external agency unique IDs in Gift ID. This...2
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Expand Solicit code security rights to view but not edit/delete/add
With the release of the consent module on RE it was advised that you you can increase the security around solicit codes as part of this update to ensure solicit codes are driven by the consent module, in line with GDPR requirements. However, remov...1
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Ability to export giving info and specific wealth screen data
If your organization recently conducted a wealth screen of donors via Blackbaud's WealthPoint Professional, they will return the data and save them in ResearchPoint. You have the ability to sync the data back into RE so the wealth information is s...0
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Please make Addressees/Salutations Delete-able at the user's own risk at the end of clean-up steps?
There are several Knowledgebase articles to assist with deleting duplicate and/or unwanted Addressees/Salutations. The one(s) to delete cannot be deleted while they are being used in records. However, once the user queries records that are using i...1
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Allow NetCommunity information to merge when merging records.
I continue to lose NetCommunity information whenever I merge two dupllicate records. It will not pull the NetCommunity information into the remaining record. Please do whatever needs to be done to include this table in the merge process so all dat...0
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Attributes tied to a registration should transfer over for those who are already added to the event record as invited.
If you download an event registration for a participant who already is on the event record as invited (previously added by a user), any attributes tied to the registration should transfer over and not be lost. It's important to track who have been...1