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Action Types?
HI BB Community-- We're cleaning up our tables and wondering if anyone has an outline on action types they are using? I'm trying to clean ours up, but would love to see some of the basic action types (not org specific) others are using.0
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Give the Work Center an option to shift the filters and tabs up for smaller screen viewing
On a medium size laptop screen, I can only see a maximum of two donors' info at a time (even when zooming out on the browser), which forces me to use RE7/Raiser's Edge database view to see any trends from the data whenever not using a larger secon...0
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Manual metrics for insights/dashboards
It would be helpful to be able to calculate manual percentages of revenue and cash (gifts received) for our organization. I.E. I would like to see 15% of all of X funds to show, but that is not currently an option.0
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Report Showing Scheduled Reports out of NXT
i.e. Appeal Dashboard reports... to be able to edit reports and stop distribution. Also, it is good to be able to see what reports are scheduled or previous reports no longer issuing0
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Option to have attributes required for specific events vs. all active events
When more than one event is active for public registration, there should be an option to require specific attributes for one event vs. the other from an administrator standpoint. For instance, age/gender/t-shirt size for a 5k event may not be need...1
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The Marketing> Email feature within the RENXT application works with "Constituent Lists" only
We are working on a running campaign that we've been doing since 2019. We have an excel doc that has all donor's names, the person they gave for and the donation amount and we would like to include those fields in the email.0
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Heatmap
For better event management, we can show Heatmap to constituents. This Heatmap will show number of donors' intensity area wise. This can give high or narrow level view of the donors to the constituent. With its help, constituents can easily judge ...0
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Filter Deceased Donors out of Gift List
Need ability to remove deceased and inactives from a gift list.0
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Email Address default onto Action Record
To effectively leverage the Outlook/Raiser's Edge NXT integration, it would be great to have an the email address populated on the action record upon saving the action. This allows users to know the constituent's email address used, when the const...0
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Restrict people from creating lists while also allowing them to see shared lists
What we’re trying to achieve is limiting the people who can actually create lists but also allow those same people to view shared lists as a way to control what information/data is being used.0