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Add Campaign, Fund and Appeal DESCRIPTION, not just Category as a drop down option in Fundraising/Analyze/Acquisition
Having Description would allow for more useful data output0
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Add Primary Constituent Code as a drop down option in Fundraising/Analyze/Funds
those who use Cons Codes as a primary query tool -
Add Primary Constituent Code as a drop down option in Fundraising/Analyze/Overview
those who use Cons Codes as a primary query tool -
Ability to run a Query that identifies any recurring gifts not yet set to Automatic
It would be very handy to be able to run a query either from RE or RENXT, that identifies any donors who have established a recurring gift either manually or through OLX, that has not yet be converted over to Automatic. This would save a lot of ma...0
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Add ability to use the Skip Next Payment calendar to backdate a recurring gift to fix a missed date.
It would be nice if you could use the calendar in the RENXT "Skip Next Payment" option to put in a date prior to the scheduled date of a missed payment, and then the system would auto-process and catch up on these donations. -
Email Alerts for Gifts Posted to Certain Funds
We would like to configure RE so that an alert is auto sent to key campus leaders when a philanthropic gift has been posted to a fund that they manage or oversee. Want the email to have the gift date, fund name, donor name and their contact inform...0
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Editable fields on area such as Education
We use Education as an editable field so not as Education, therefore we have different information held in these fields, it would be great if you can chose which fields can be displayed. Our users would find the Major field one of the most importa...1
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Have a radius tool in Raiser's Edge both in the database view and web view
Almost everyday I get a request to do a radius of a city to invite alums to an event or our development officers are going to visit an alum and want to know what other alums are in a hour radius. Right now I have to pull a query of counties export...0
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Adding system fields in query options
I would LOVE to have the option to query on system fields in RE/NXT. It was something that was available in BBCRM, and it provides a granular look at what's happening on records and who's doing it. It would be so useful for things like prospect st...0
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Turn E-Receipts into Actions once Sent
If sent receipts in NXT could be automatically added as Actions to records that would provide the needed paper trail to verify that donors have received their required tax receipt letters.0