-
Replace Geolocation Autocomplete with Postal Validation for Online Forms and Manual Address Entry in RENXT
Description: Across Raiser’s Edge NXT — including the online forms donors and registrants fill out — address entry currently relies on a geolocation/places autocomplete service (e.g., Bing Maps Autosuggest). This tool is designed for map searching...Reviewed: Voting Open
-
Convert an individual to an organization record and vice versa
In database view, you can convert an individual record to an organization record and vice versa. This is primarily needed when someone passes away and their estate becomes their constituency. There are also data hygiene moments where it would be b...Planned
-
Ability to 'favorite' or distinguish records in some way (eg class year) in search bar
There are several records I view regularly but they have very common names (eg Joe Bloggs). When searching for them in NXT they don't appear in the initial drop down list, and you have to further click into "view more results" and search that way.... -
Online data review new donors
I recently switched to automatic data matching to see if it saved time and have found it way more time consuming as it doesn't pull through all the fields that are pulled through when you create someone manually through online data matching. I now... -
Action Reminders!
I constantly am assigning myself reminders for follow ups in the "action" section of RE. This helps me figure out who I need to follow up with, when I chatted with them last, etc.. Not necessarily for soliciting, but just to remind myself to call ... -
Add PhoneFinder and EmailFinder to RENXT
Allow the use of PhoneFinder and EmailFinder in RENXT. -
Need to be able to use an asterisk to search for constituents and other information within the records
Searching for constituents or information in NXT is not as good as it is in the database view! In the database view there were different search fields we could use to search for any type of information on a record. We could search by name, email, ...Reviewed: Voting Open
-
Ability to Query on Attachments
We need the ability to query attachments added from webview. Media can be queried but our users upload attachments from their phone to constituent records. It is then lost.Reviewed: Voting Open
-
Add "Industry" and make available as filter in Constituent Lists.
We can filter by Primary Employment: Industry, but that only returns INDIVIDUALS whose primary employment is in the selected industry. We need to be able to filter for ORGANIZATIONS with the selected industry.Planned
-
Automatically refresh query used for RE integration to Constant Contact
To integrate RE with Constant Contact, a Constituent query is created to generate the Constituent list that is used daily to send constituent and email address data to Constant Contact. However, because the RE query is static, the RE query is not ...Reviewed: Voting Open
