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Ability to query on Consecutive Years Giving in NXT (webview) Query
Many users currently use this field in database view query. Even if it perceived to be a "low usage" field it is a very important field for analysis, annual reports, and stewardship purposes. There are no other easy ways to get at this information...16
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Ability to create a Control Report in NXT Query (webview)
Databse view query allows us to view or print a control report which shows the criteria. We need this in webview as well. This control report serves as the control to show what the criteria was at a point in time. This allows us all to CYA when th... -
In webview query, adjust how you view and select "one of" criteria pulled from a table to be more usable.
Currently when you want to view or add a criteria of "one of" from a table field (like Fund ID, Appeal ID, etc.) in webview query, it loads a single list showing you checkboxes for all the fields you have selected. It only loads 20 codes at a time...4
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Clean and Simple Year End Giving Statement
There doesn't seem to be a very clean way through Raiser's Edge to generate year end giving statements for donors. Giving Statements in webview are helpful, however, There's no way to customize an email or pdf generated to add customized language ...1
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Ensure that all characters are searchable in Webview Query criteria for table fields
Currently, when using "one of" criteria and then searching from a list of table entries, you cannot search by a special character. I have specifically tested this with Fund ID for the characters !, *, #, @, &. In our shop, and I'm sure we're n... -
Link Specific Tribute to Donation Form
When requested, we will create a donation form for a specific person. For example, if we know someone is going to drive donations to us in honor of their birthday, anniversary, etc. Or if we know we will receive donations in memory someone (in lie...1
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Exporting Email Marketing Stats
There should be a column of constituent code when we export stats from OLX Email Marketing1
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Work with Gifts: Ensure the Horizontal Scroll and Column Headings remain accessible while scrolling through an extended list of gifts
Currently, the horizontal scroll and column headings in the gifts list section of 'Work with Gifts' disappear when you scroll down to view gifts further down the page. Ensure the horizontal scroll and column headings remain accessible at all times...0
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Capability to send emails without a list
It would be helpful to be able to send email without creating a list. Another option where you could type in addresses would be nice.0
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View GL Distributions in RE NXT (i.e. Web View)
You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level b...7