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Filter Solicitor Types for NXT Work Center
In the "Work Center" of NXT, when we click on portfolio, it shows the entire list of constituents that we are assigned to, no matter the relationship type (ie. Primary Solicitor; Secondary Solicitor, Relationship Manager...etc). It will be very he...2
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Email Received View Drop down - Need Last Quarter, etc.
I went to a constituent record and could not figure out why all of their email history was gone. I finally realized it is because of the New Year and none of the drop down fields account for that unless you are on All Dates. Seems like this can be...0
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Update "Info Source" and "Date From" on New Addresses and "Date To" on Previous
I recently discovered that when a new address is processed through the "Profile Updates" section of the NetCommunity plug-in that neither the "Info Source," nor the "Valid Date From:" field on that new address in RE is updated with, well, anything...0
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Add Custom Fields to "RE NXT Action List"
I would appreicate Blackbaud adding 'Custom Fields to "Action List" in RE NXT as well as "Notes in the column section to be added to the list report.0
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Queries in Database View RE moved to Web View NXT
I use 100's of queries many are difficult and a final version of many merged queries, the thought of having to recreate in NXT hurts my brain, can the queries be copied from RE and merged into NXT?"0
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Recurring Gift Payment automatically be charged per Installment through BBNC
Currently, BBNC only charges the first payment of a recurring gift when the donor decides that they want their first payment to be the day of the recurring gift. However, for the Donor to continuously be charged, we have to process the payment in ...0
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Search for Spouse and Organization Records in RE BBNC Plugin
It would be extremely helpful if users were able to search for, and link, spouse and organization constituent records when processing profile updates. Currently, the BBNC Plugin only allows for non-constituent relationships to be created when an a...0
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Add deceased date to available fields in NetCommunity
Our organization would like to be able to use a directory to display names of recently deceased constituents so that we do not need to maintain a manual list. I have created such a directory and based it on a query looking at deceased date and the...0
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Add the Comments field for Majors
Right now our fundraisers are seeing the Major field which is (example) SRESMJBS they would like to also like to see the Commets field which would be (example)Sustainable Renew Energy Syst0
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set up Business Rules to prompt as a user is trying to close out a record
In RE NXT an action will appear as Open if an action record is marked with a Status=Complete but doesn't have the check box checked and date that it was completed. Therefore, I'd like to setup a Business Rule to pop up to remind the user when a us...0