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Report of Cash/Pay Cash & Pledges
Currently under Fundraising > Analyze you can view reports by two revenue types: received and committed. This report can result in skewed data since received includes pay-cash/pledge payments from prior fiscal years in addition to new cash/dona...1 Reviewed: Voting Open
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More required fields available on Donation Forms
Email as well as the mailing address fields should be available as "required fields" on the RE NXT Donation Forms. Currently, only Phone Number can be selected as a "required field". Also - when someone opts to make a donation as an organization, ...4
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Add ability to filter by Gift custom fields in Dashboard Builder
Some reports need be filtered by the gift custom fields, and currently there is no way in report builder to create a report based on gift custom fields.1
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Seasonal Addresses for Map View
We'd like to be able to include seasonal addresses in the map view. We have a lot of snowbirds, and it would help a lot as we plan invite lists for winter events.0
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Add Letterbox to the Tools dropdown menu
Right now Letterbox is a link on the homepage in an illogical location. It would be better/more intuitive to have Letterbox as an item in the Tools dropdown menu, similar to Donation Form Designer and Website Components. This would save the user t...3
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Enable required field support for Addresses in web view
Enable the ability to set required fields on Add / Edit Address forms
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Reviewed: Voting Open
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Add Outlook Email to Open Action
The ability to add an Outlook email to an existing action in Raiser's Edge through the plugin. Currently if you create a future action as a reminder/moves plan, there is no way to add the email to this action, through the plugin. You must create a...0
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Add Receipt Number to Audit Document File Names - Canadian Tax Receipts
When creating the download PDF, add the receipt number to the start of the file name. It isn't possible to have two files called (for example) "Syd Smith" in the same directory. Adding the tax receipt number makes the file name unique, (for exampl...0 Reviewed: Voting Open
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Feature Prospect Classification Field in Constituent Record
I was very surprised to see that Prospect Classification isn't featured at the top of the constituent record along with Prospect Status. This would be very helpful to Development Officers in our organization, as we use those two fields in tandem. ...5 Reviewed: Voting Open
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'Year over year donor retention' needs the ability to filter by 'Revenue type'
'Year over year donor retention' only works with 'all gifts', and the filter of 'Revenue type' doesn't do anything to this report. There needs to be a way to exclude certain gift types such as 'pledges', and 'write offs' to show retained donors. B...0