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Add data type: numeric
Currently, the data type "number" enters only positive integers. It would be helpful to have a true numeric data type that not only allows for integers AND decimals, but can be negative.0
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Security Option restricting users to enter only Gift Type of Pledge
Currently, RE does not allow us to limit the types of gift a user can create. We believe non-accounting staff should only be able to enter gifts with a type of Pledge. Once payment is received, then accounting staff would update the gift accordingly.0
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Add Opportunity Purpose when adding an Opportunity
I would like gift officers and prospect managers/researchers to be able to add a Purpose to the table as they are adding the opportunity from NXT.2
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Fund filters need to be more robust: link the name to the system ID
Currently any selectors for fund criteria in Lists (presumably Analyze/Reports, too) are based strictly on the Fund Name. If I change any part of the fund name, my List stops including it in the criteria. This should never happen, since there is N...0
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Link to past Email Marketing Newsletter
It would be helpful to have a link to send constituents for a past Newsletter sent by Email Marketing in NXT.0
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Ability to add attachments to any appeal (regardless if gifts are received)
As of right now, only appeals with received gifts in NXT allow you to go to the appeal record in NXT. It would be useful to access the appeal for even those without a gift to see the additional appeal information. ie. attaching the actual collateral.2
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SMS in the uk to raiser edge donors
No description provided0
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Make Action notes dates as date fields and not text fields
Right now, if you export the date of an action note in anything else than a .CSV file, the field is considered a text and thus will not sort properly in Excel or be recognized as a date field in Crystal.0
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Be able to add fields to the search results
Its useful because there is wasted space and time having to run multiple or customer reports. When I "search on RE NXT, I need to see Constituent Code and it should be easy to add that as a result.0
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Add action change alerts to assigned fundraisers anytime an action is updated or changed
This alert would be useful because sometimes actions are changed or updated without the knowledge of the assigned solicitor. There should be an option to turn on or off the alerts, but there should be an option. For instance, two fundraisers are s...0