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Add Education custom fields in Constituent lists
We store additional information about our alumni in the Education attributes but we can't pull that information out in NXT lists. Important to be able to see specific affiliations during their degree etc before meeting with alumni.Reviewed: Voting Open
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Global Changes and Importing to make updates to a mass number of records
We regularly use global changes and importing in database view to do mass updates. It is frustrating that we do not have this function in web view to update gifts (e.g. change receipt series/stack) or constituent records (e.g. import updates to so...Planned
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Uploading a dynamic list into web view from data base view.
I am trying to create a work flow to send automated emails to constituents who's pledges are coming due. I want to exclude people who pay weekly and biweekly. I created a dynamic list in the database view and when I add it to a new list in web vie...Reviewed: Voting Open
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Add ability to mark new constituent as deceased and add tribute information when creating new record in gift management
When reviewing online gits with tributes in gift management, it would be more efficient when creating a new record to be able to mark the tribute as deceased at that time.Reviewed: Voting Open
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Membership Details
We use membership for our sponsorship programme and it would be great to have either all of the information available on RE NXT as well as editable or at least have a section that we can add some notes on each membership.Reviewed: Voting Open
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Ability to add an attachment to an email
We sent scholarship reports to donors every year and we would love to be able to start emailing those documents via attachments .Reviewed: Voting Open
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Bulk mark as not a duplicate in duplicate management
After merging all actual duplicates it would be great to be able to Select All mark all remaining duplicates "Not a duplicate" in bulk. We have a lot of name only matches (we only have a first initial for many donors) and we require at least two p...Reviewed: Voting Open
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Add ability to change where it says "spouse" on the top of Raiser's Edge profiles to instead say "second member"
it has created some confusion between our front of house and members who are not married but instead have a different relationship with their second member. I know it's possible to say the relationship below in the relationship section, but on a q...Reviewed: Voting Open
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Order suggestions by amount of relationships when creating a relationship
When creating a relationship, especially organization relationships, you first search for an entity (usually a name if it's not a constituent). What do you see when you have a database that is a WIP? A dozen options for the same name! We would lov...Reviewed: Voting Open
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Ability to added attachments during Gift entry in NXT
No description providedReviewed: Voting Open