-
setting Batch # in NXT
We should be able to set the next batch # in NXT like we can in DBView. Also, we should be able to have the last 5 digits NOT revert back to 1 at he beginning of a new year.0
-
Eliminate Inactive Campaigns/Funds/Appeals from Analyze Dropdown Menus
The request is to eliminate "Inactive" Campaigns/Funds/Appeals from the menu dropdown filtering to eliminate longs lists. Raiser's Edge 7 does not display inactive Campaigns/Funds/Appeals when flagged as "Inactive" unless there is a checkbox marke...9 Reviewed: Voting Open
-
Allow user to select which fields to appear on tiles in NXT
It would be helpful to see fields that we need to see immediately for a constituent. For example, it is helpful to see the class year in the relationship tile.3 Reviewed: Voting Open
-
Ability to ask ask specific questions on donation forms.
It would be helpful to have the ability to add specific questions on donation forms. For example, our women's giving circle membership form would be enhanced if I could add: Please RSVP for the spring luncheon.1 Already exists
-
Email Declined Recurring gifts
It would be ideal to be able to build a workflow to email declined credit card donors automatically through NXT.4 Reviewed: Voting Open
-
Add Spouse column to lists in RENXT
It would be useful to be able to add a spouse column to your lists in RENXT in the event that you need to include them in a mailing etc.1 Reviewed: Voting Open
-
When reviewing all transactions using the Online Data Review tool, the gifts are placed in the most recent batch regardless of gift date.
When reviewing all transactions using the Online Data Review tool, the gifts are placed in the most recent batch regardless of gift date. This results in a batch with gifts with multiple gift dates. The gifts can be moved to the correct batch (exi...0
-
NXT Batch Template for Database View
We use batch templates in RE Database View, however our Web View Batches download to a different layout. We would prefer these to download to match our templates. We should have a way to customize how they will appear in Database View once they ar...0
-
Address Finder Records to Include
Now that Query is within web view, allow the Address Finder setup "3 - configure settings" screen to allow selection of records based on a query. We exclude our young alums who are in college and a few other identifiers. We currently use db view A...0
-
Printing: Profiles, Notes, Actions
I know this has been mentioned in other Ideas and Community Posts, but my (new) boss came in about an hour ago to ask how she could print off a series of Actions (with all Action Notes entered on those Action Records) for a meeting with our CEO an...10 Reviewed: Voting Open