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List to filter Gift Status (Active, Terminated, Held). Similar field in Insights.
Reporting and monitoring RG and Pledges.1
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Reverse Constituent Merge
Once constituent records have been merged, please add an option to undo a constituent merge in The Raiser's Edge.0
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Preferred Name for Solicitor/Fundraiser
I can't imagine we're the only organization that has this as a DEI issue, but it'd be a real game-changer if the preferred name of the fundraiser/solictor was displayed in the fundraiser options (at least on the web view). Using myself as an examp...0
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Ability to set list column defaults by user and/or specific list
Currently the list columns default to heavily gift focused content. Not all constituent engagement starts from existing donors and therefore other columns are more relevant. It is inefficient to have to set the columns for every new list and every...2
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FY & CY Total giving
In my Portfolio, for a column option, I'd like too see THIS FY Total giving as an option, as well as LAST FY total giving. I'd also like the option for THIS Calendar Year total giving, and LAST CY total giving.1
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Email Marketing - Remove test emails from statistics list
To test merge fields included in email marketing, like <First Name>, we use a 'test' list. However, this then shows in the Sent Emails Statistics List. Unfortunately the only option is to copy. Could a 'Delete' option be added, which means t...0
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Enable users to delete gifts entered in NXT web view
The inability to delete gifts made in error entered in web-view (NXT) renders the gift entry capabilities in web-view pretty useless. Why would one ever choose to enter gifts in web view if they knew those gifts are subject to limited capabilities.0
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Able to Create a Constituent Letter Under New Action
In database view under new action, we have the option to store our standard letters and create under mailings. Will this be available in NXT?1
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Add Ability to Sort or Filter Actions by Fundraiser in Constituent Record
When viewing the constituent record in NXT, you can filter by date and other parameters, but not by a specific fundraiser. This would be helpful to have, especially for constituents who have multiple fundraisers.0
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Filtering Participant Options - Ability to uncheck all the participant options at once
As of now, If I want to search a participant option in a dropdown list, I have to uncheck them one by one. There are no option to uncheck them all at once. It makes us unable to use the filter rapidly (especially in the case of registration by tea...0