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Email notifications of online donations received should include Donor Phone Number and Address
Currently, email notifications include the information below, along with a copy of the confirmation email sent to the donor. Please add the Donor Phone Number and Address to the info included below. Supporter: XXX Email address: XXX Gift Date: 1/2...2 Shipped
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NXT Plugin for Outlook - choose constituents when adding an action
The NXT plugin is very limiting now because it is an automatic matching process with whoever is listed in or sends the email. This is an issue when a forwarded email gets to us (from the secretary for example). Being able to search for a constitue...1 Shipped
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Donor Self Manage for Recurring Gift
We'd like to have a way for a donor to make changes to their own recurring gifts. Initially we could give them the ability to terminate a recurring gift, at which point, they could add a new recurring gifts with a different amount if their intent ...3 Shipped
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Ability to add contacts to organization records through NXT...(and not mandate a constituent record)
Currently we have to create a full constituent record in NXT in order to add a new relationship record to an organization. Would like the ability to simply add a primary or secondary contact as a an individual relationship and not have another con...2 Shipped
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ability to view Tributes (Hon/Memorial) tab in webview
We cannot view the module in WebView so all work has to be done in Database view.1 Shipped
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Menu Option/Tab Needed for Events
Right now, we are also using Attributes for menu options. However, it becomes an issue if we have multiple event registrations through Online Express at the same time that have different menus. Is it possible to add a tab/option for Menu so it can...1 Shipped
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Add constituent ID to gift export
Currently when I export a gift list, the id and system record id appear to be related to the gift and the constituent name is only exported without the constituent id. Please add to the export.0 Shipped
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Event View: Add Solicitor and Wealth Rating
For event briefings, we need the guest list along with the assigned internal solicitor and the wealth rating. It would be helpful if these were either added into the event view OR if we could build a List on constituents who are attending an event...1 Shipped
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View/Edit Likelihood in Opportunities
When we analyze our pipeline for the year, it would be tremendously helpful if we could use the Likelihood field that already exists in Raiser's Edge. That way we can further handicap our expected revenue.3 Shipped
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Add non-constituent participant nickname field
Would you please add a non-constituent participant nickname field to database view and nxt view of events? By not having the field you have to (a) know which participants are constituents (b) pull the nickname/preferred name for those constituent ...
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