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Globally assign a fundraiser to existing actions
It would be helpful to be able to use the global change function to assign a fundraiser to a query of actions. I believe there is a way to do this through the import function, which is better than going through the actions manually, but the global...0
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I would like to see the "Industry" field (category) under the Constituent summary window
Fundraisers could benefit from knowing this info on a first meet, if they are unfamiliar with the organization.1
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Embed videos in Social Posting
Having the ability to embed videos in addition to pictures in social posting in Raiser's Edge Marketing tool.0
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Actions in NXT
Is there a way that an action cannot be saved in NXT unless the solicitor add his or her name?1
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Allow option to include or exclude the written off pledges in Campaign Analysis
When creating a list from the Analyze Fundraising - Campaigns the list created off the Top Campaigns includes pledges that have been written off. It also shows the full amount of a pledge event though it may have been partially written off.0
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Mark Actions as "Stale" or "Canceled" - or an option in between Open and Complete
We need to be able to mark Actions so they don't show up in the Work Center, but without deleting them or marking them "Complete". We use the simple On/Off switch for Action completeness (either it's complete or not) because using the Action Sta...0
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Previous gift option in query
there is a last gift output option for our acknowledgment query, but it is the gift we are writing the letter thanking the donor for. We are needing the one before that, so we can reference it in the letter if needed.0
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While working in a portfolio or gifts - need a LYBUNT.
Along with the ability to filter and do totals it would be nice for a LYBNT. Donors that gave Last Year But Non This Year.0
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Spouse/Partner
In NXT, there are a couple of places where "Spouse" is automatically listed as the option. Would be more inclusive for that to read "Spouse/Partner". I know the option for Partner is in the dropdown, but since a spouse or a partner usually reside ...0
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Address "Country" field is required, doesn't allow for a blank option, and overwrites blank Country fields (added via database view) for ALL existing addresses when any address is saved.
In our database, we don't use "United States" for a country field, because we don't want "United States" printing out on everything. We delete it wherever it exists and leave the country field blank for anything but foreign addresses. There is no ...4