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Be able to adjust stock gift (ability to adjust all gift types!)
We need the ability to adjust stock gifts. Deleting the gift and re-entering leave too much room for errors. We should be able to to adjust any gift and gift type without having to zero out (or delete) and re-enter. The same for pledges, planned g...0
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Option for Add as well as Edit and Delete in Action by Security Type
Having the option for people to be able to just add an Action by security type. At the moment you can only select edit or delete restrictions by security type and this means that people then also can't just add an Action. For medical records it wo...0
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Please allow us to post negative gift amounts
It is useful for Refunds, Scholarships, Bounced Checks, Credit Card fees that come directly out of the gift before we get it, etc.4 Will not implement
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Option for Supervisors to see when a record has been viewed
If in a medical or public sector organisation it would be useful for good record keeping to have a log of which fundraisers/canvassers have viewed a constituents record and when. At the moment you can only see if the record was changed, when this ... -
Consistency in batches from BBMS into RE NXT
Is there a way to customize or at least understand how the batches from BBMS come into RE NXT? Sometimes it groups different forms in batches, sometimes it groups all payment methods and others they are all mixed. It would be great to customize th...0
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Add Fund name to the gift receipt and statement in NXT.
We have multiple funds/designations that donors give to support. Please add the information to the ereceipt and statement.0
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Add Events to the Lists function in webview please
We are a UK charity that uses the events function to log all our delivery (face to face or online delivery). We have regional branches across the UK and would therefore like to be able to search for Events in webview by our 'branch owner' fundrais...1
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We need the ability to build a role in the Fundraising category that only has access to selected fundraiser' work centers.
Right now, access is all or nothing. We have staff that manage only one or two fundraisers but in order for them to be able to monitor their direct report's work centers I have to give them access to everyone's work centers. It would be more benef...0
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Import New Users
Add new users to Raisers Edge in bulk to make it easier and faster to add large amounts of users to raisers edge. Import in new users with csv.2
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There needs to be an easy way to track the number of "attempts" to reach constituents
Currently the only way to track attempts to reach a constituent is to add a new action for each attempt to reach. This really clutters the donor file and makes the list of actions much to large We currently use the "custom field" within the action...0