SOLVED - NXT Donation Forms lacking important required fields

Erika Johnston
Erika Johnston
Third Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi all, we are Canadian customers and we're really excited about the NXT Donation Forms for a lot of reasons but we're hesitant to start using them as only the phone number field can be set as required. That means that email address and mailing address are optional fields and a donor could make a donation without providing this information. This information is absolutely necessary for issuing a tax receipt (electronic or physical). I have posted an idea here, please vote if you agree if this is a big oversight. I hope I haven't missed some sort of hidden setting but I've looked at it a few times and I'm sure this option is not there.

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Erika Johnston - Thank you for creating this idea! It's curious that you can't make address required on a donation form but you can on an event form.

    (I'm US based).

  • Samantha McGuin
    Samantha McGuin Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Erika Johnston On the NXT donation form, email address is always required. You can make other fields, including mailing address required by going to the form designer (second tab when you are creating/editing a form), click on the address and select to Edit. From here there is a checkbox to make it required.

    Let me know if you're able to find that and if it does the trick for you!

    Thanks,

    Samantha McGuin
    Senior Principal Product Manager
    Blackbaud

  • Erika Johnston
    Erika Johnston
    Third Anniversary Name Dropper Participant Facilitator 1

    @Samantha McGuin
    Hey Samantha - when I go to edit the email field or the address field the only option I have is to include a label. On the phone field I have a checkbox that I can click to make the field required, but it does not appear on the email field or the address field. I am a Canadian customer - just mentioning in case that makes a difference.

  • Erika Johnston
    Erika Johnston
    Third Anniversary Name Dropper Participant Facilitator 1

    @Samantha McGuin
    I also wanted to add that we've had people make donations through our NXT Forms without an email address appearing on their record. So I'm not sure how they got around that if the email field is required by default.

  • Samantha McGuin
    Samantha McGuin Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Erika Johnston Can you send me a link to my form (either here or privately at samantha.mcguin@blackbaud.com)? I'll take a closer look.

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