We often run trial balances rolled up to the account number regardless of the department (thereby not having multiple lines of the same account). When I run the report and mask the department segment, the account name is masked too. This makes the...

We give grants and those grants usually are paid out over 2-3 years time over several payments. To receive subsequent payments, these must be approved, as the grantee must fulfill certain parameters in order to receive the payment. Currently, ther...

In NXT expense managment user settings , under invoice request notifications/frequency, it would be helpful to able to pick the day of the notification. For instance, now if you select weekly, you can only receive the notification on Mondays.

In NXT, it would be helpful to be able to add amounts to existing, approved invoices that have had payments made on them already.

We would like to be able to exclude people from email lists that are based on constituent queries. Example: We send out an event invite to 5 lists in NC but when we send out a reminder we need to exclude those that have registered. If I could setu...

The result set you get back from this does *NOT* show the username used to create the form. [so, e.g. if I search for a form by applicant name, there is no way I can see what username submitted it].I am then forced to look through *all* forms to f...

It's my understanding that we can already link gifts to opportunities/proposals in database view, but this is not the most user friendly experience. It would be a huge improvement for our regular users to be able to use WebView to link gifts to op...

Wouldn't it be nice if RE NXT would automatically add/assign a constituent code based on someone's giving history, event participation, or other engagement metric? I know there's bulk edit and probably other methods to do this, but those take away...

I am fairly new to my organization and have been tasked with creating some different types of event registration forms on BBNC. One of the things it looks like we used to do was track people/orgs that registered for exhibitor slots in Appeals. Wit...

The gift officers in my organization feel that people have been marked Requests no email "FOREVER" and I know this isn't true. We cleaned up a lot of our old data a couple years ago and removed codes that transferred in. Every time they send a bla...