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Emailing to contacts on Organization records
When sending an email through BBNC, email addresses ONLY pull from the constituent record, NOT relationship records. This makes it impossible to send an email to a contact at an organization who doesn't have an individual record. It is problematic...0
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Recurring reminders for Billing and other tasks
It would be great to have a recurring action reminder feature to remind us to do something every year for a specific donor, such as invoicing in a specific month, etc.0
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Unable to use Capacity field in Event record to define the maximum number of Registered participant only
Currently the Capacity field in Event record defines the maximum total number of participants for an event. Would like additional settings in Config - Business Rules - Event options so that Capacity reached calculation is based on Registered Part...8
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Global Add to have all fields available
Can Global Add/Change/Delete have all the record fields available? For example - in the Volunteer ADD - you can only add Checklist items, however in Reports, there is only a Course/Training Report - which is the only place to put expiration dates ...1
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Add ability for donors to update recurring gifts (amount or credit card) or terminate their gift
It's confusing initially and then very frustrating for donors to NOT have the ability to modify or terminate their recurring gifts when they choose. It creates a sense of distrust in us if they can't do this themselves. It's also much more work fo...0
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Increase Display Size in RE
Yes please. The RE data fields are too small for my aging eyes. Seriously this is an ADA issue. I have poor vision in one eye and this adds strain and stress, making it especially difficult to use the database view. NXT great, very user friendly.0
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Use Quick Find to search by entering Constituent ID or Name into the Quick Find Constituent field. Having that ability in the Quick Find (a
Use Quick Find to search by entering Constituent ID or Name into the Quick Find Constituent field. Having that ability in the Quick Find (and Last/Org Name) would be a real time saver!2
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Extra Label Templates
The standard template for labels that we use is Avery L7159 (3 x 8) which isn't available as a set template. Currently the only solution is to export required data and then generate a mail merge from that. Even having a custom template for labels ...3
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Verification & Record of email receipts sent
We send many email receipts in a month - but this past week I received an error message in the middle of the process of emailing hundreds of receipts. Because there is no way to verify if an email was actually sent, I do not know the final results...5
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add query output for installment balance as of specific dates
Add query output field for installment balance as of a specific date or date range. Currently, users can specify pledge balance as of specific dates, but not installment balance. For my use, I need to query for installment balances for this fiscal...3