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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0
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Robust search functionality in Web View
Search functionality in web view is hit and miss, especially compared to all the search options in database view. I searched for a person with a first initial at the start of the name (D. Scott Smith) and left off the period, with the result that ...0
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Portal Personalization
CRMs are as good as the information you give it. Portal allows users to edit personal/contact/giving information, but would be incredibly beneficial to be able to include "Anniversary", "Birthdate", etc. to the Portal as well. Capturing this infor...0
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Insight Designer templates for CASE survey monitoring and reporting
Establish templates in Insight Designer that provide data for CASE Support of Education and CASE Alumni Engagement Surveys This would facilitate monitoring and reporting0
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Automatic update of 'Primary' address based on "Valid From" and "Valid To" dates
A constituent of ours gave us a new address and an effective date in the future for a house they planned to move into. I added the address to his record with a "Valid From" date, and added a "Valid To" date to his old address. On the effective dat...0
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NXT only shows 4 pages for actions
NXT is limited to show only 4 pages of actions and notes, which may be confusing for some fundraisers. There is also not an indication that there is only 4 pages as when you are on the 4th page the arrow to go to the next page is still there.8
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Cumulative Giving as column in List
I'd like to see cumulative giving ranges as a column option in lists in web view. It's great that I can query on it, but would be more useful if you could see how the constituent matched the criteria.0
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Allow custom fields as option when building Action and Opportunity lists in RE NXT
We love that RE NXT has made it much easier to get data out of Raiser's Edge by using the filters in the Lists function to build customized lists and generate a spreadsheet quickly. This has the potential to automate much of our in-house grant rep...0
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Add appeal option when adding an event payment
Currently if you add a gift to an account when in lists, there isn't an option to choose an appeal. This would be helpful for keeping track of what payments are for.1 Reviewed: Voting Open
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Rename "Former name" in NXT
Currently if someone adds a name to "Former Name" in NXT, it updates the "Maiden name" field in RE. I would like to either see the previous former name data be automatically copied to a table like the alias table to retain that value and allow us ...1