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Include option "not one of" or "is blank" filter in display, lists, etc
Can someone add an option to display only blank fields such as "is blank" or "not one of" in filtering options? I would like to pull output where there are blank fields instead of having to pull an entire list, then export to excel, then have to f...3
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Customize Registration Fee Order on Event Page
This would be a quality of life improvement. At present registration fees display in alphabetical order on the event specific page making it hard to check your top sponsor levels. If we could control how it's sorted or at the very least sort it in...0
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Add columns in Opportunities NXT report
The Opportunities report (under Opportunity review) is brilliant but it would be great if it would be possible to add columns (in particular Amount asked, Amount funded, Prospect Status) in addition to Expected Amount. It is often more useful to s...1
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Ability to view Attachments full-page with large thumbnails.
Some of our records contain dozens of media attachments. It would be nice to have a "work with attachments" button (like what currently exists for Gifts) that would open up a new full-page view of all attachments with large thumbnails and tag filt...0
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Inactivate Table Entries in Bulk in NXT
It'd be useful to inactivate appeal category table entries in mass, rather than one at a time.0
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Allow Recorded Planned Gift-Gift Vehicles To Be Modified
If someone from way back in the day recorded the planned gift as a bequest but it was discovered to be a revocable trust, we should be able to modify that even after it was "saved" or "posted"0
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Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the d...2
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Automatic email to a solicitor, notifying them when a gift is received from a prospect in their portfolio.
We would be very interested in a way for Raiser's Edge NXT to automatically email a solicitor, notifying them that a gift was made by someone in their portfolio. Right now, we rely on a query that is exported to Excel and we then send solicitors a...0
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Add Text Message Icon as an Action Category
It would be great to see the Text Message Icon as an Action Category. See attachment.1
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Add Giving Prefrences Via NXT
Under Prospect Management I love that I can now see giving preferences via NXT but because these are things our solicitors may adjust after visits it would be nice if we could add or subtract in the NXT view.10