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The re-subscribe function of Raiser's Edge NXT needs to amend the solicit codes
At the moment, if someone unsubscribes from email via a Raisers Edge email, it updates their constituent record in a couple of ways, including switching the constituent code from email opt in to email opt out (see screen grab). However, when peopl...0
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Ability to export a custom dashboard to PDF
Need the ability to export a custom dashboard from report builder to PDF, instead of just Excel. We want the ability to share these dashboards with people who do not have access to RE NXT.30 Reviewed: Voting Open
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Add ability to exclude domains in reporting
Reporting for activity based on domain referrer is including some of our internal domains, including our staging domain and our CMS editor. This is skewing our reporting data and does not reflect an accurate view of engagement on our BB forms. Ple...1
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Ability to Filter Constituent Attribute Tables in Webview
In web view under Control Panel-->Tables, we can filter tables by various categories, EXCEPT for what in db view is called "Constituent Attributes." To view these tables, we are forced to view ALL tables and scroll through, what is probably for...3
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Show Pledge Reminders in NXT (like DBV)
NXT should show when pledge reminders are sent, just like they're added to the DBV when sent. They should just automatically appear in NXT.0
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Raiser Edge Upload Checks
If I have a deposit of 20 checks, there should be a way to upload the checks, bank statements or some kind of connection to our bank to pull the gift information over rather than manually input the 20 checks.0
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Add Gift Amount Filter to Dashboard Builder
It would be helpful to add a gift amount filter as an option when building dashboards in Analysis > Report builder. It would be really helpful to be able to exclude gifts over/under a certain threshold.0
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Allow gifts entered in Web View to be edited and/or deleted
According to KB article 194880 . . . This is expected behavior. Gifts entered through Web View cannot be deleted in Web View or Database View and the gifts cannot be edited (with the exception of adjusting the gift) in Database View. The recommend...9
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A marketing preference page for constituents to opt-in and out of specific marketing through NXT email
It would be extremely useful for constituents to see a preferences page for marketing - so they can choose what newsletters, etc they would like to receive. Currently, if they click 'unsubscribe' they mass unsubscribe from all marketing from the u...9
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open