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Customize Work Center
In the boxes of constituents in the Work Center, it would be great to be able to customize what information goes there. Currently under the constituent name is their address. It would be great if we could delete address and add things instead such...0
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Add ability to customize/rename action categories
Not all organizations track actions the same way. Having the ability to rename the categories can help us better identify the types of engagement going on.1
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Add Phone Number to processing Screen in Online Express
Currently, you have to click "add constituent and edit" in order to access the phone number information of a donor. It'd be great if this could go on the processing screen instead so that you had less clicks to get to the information.0
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Streamline resending an email in NXT to recipients that have not opened it.
Instead of having to save an additional list and exclude those that opened from the initial recipient list, when duplicating the email, it would be great if the initial recipient list stay connected and within the recipient list there could be a p...0
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Enable hyperlinking of funds on NXT dashboard
I am a stewardship professional. It would be immensely helpful to me if I could see a list of all named funds in our database on my dashboard. Furthermore, if each fund were hyperlinked and allowed me to easily click into it, that would be ideal.0
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edit person’s primary employment
: In NXT I can view a donor. I can edit the donor’s personal info. However, I can’t edit the donor’s primary employment. From my end that seems like a logical and easy fix for the developers.1
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Please add BCC to Raiser's Edge NXT Emails
We like to keep a hard copy of the email our constituents receive so we can refer back to them if necessary, or if our ED would like to know what was sent in an email to constituents. Please add a BCC field to the email designer so that "hard copi...0
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Ability to change column width on "Sent emails" screen in "Marketing"
When choosing which columns to display, being able to resize the ones selected would allow for more data to be visible.0
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Allow default category to be changed for NXT actions
Instead of having the default be "meeting" we would like the default to be "task/other." The majority of actions that we are adding/tracking aren't necessarily meetings but are follow-ups from meeting/emails/etc. and that would fall under "task/ot...1
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Ability to Filter Opportunity List by Appeal Codes
It would really helpful if we could filter opportunities by the appeal codes. Appeal codes (for us) determines the yeah a gift is allocated to. If a next year gift is received this year, and linked to an opportunity for the next year, we should be...0