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In Opportunities Lists please allow for name and purpose to be separate columns so that the lists can be sorted by either of these fields.
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The map feature should allow for you to draw a shape around records and then export to excel for sorting and planning a trip.
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Customize Gift Types under the Gifts Tab in NXT
Allow users to ability to customize gift types under the Gift tab in NXT i.e. pledges are bold, cash gifts are green. This is an option that's available in the database view, but not currently in NXT.0
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Have full access to editing an existing action from three dots
I know there are a variety of ways to navigate NXT. It would be handy to ALSO have all the options available for editing when accessing an existing action via the three dots on the left. Specifically, I was in an existing action and wanted to add ...0
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Voiding Invoice Option instead of Deleting Invoice
Voiding checks for invoices is simple and automatically reverses the transaction but only in the checking and payable accounts. When deleting an approved invoice, it only removes the invoice and does not clear out the distributions that have been ...0
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Allow Life time giving of a constituent to include or exclude soft credits.
It might be part of other requests as well, but I wanted to highlight this issue again: for our organization it is critical to be able to exclude soft credits from Lifetime Giving totals as it is technically not the donor's money. We use soft-cred...0
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I wish Custom Fields would have a Start and End
I wish the Custom Fields would have a start and end date just like constituent codes. I'm new to the system and I was trying to narrow down the choices for constituent codes by using more custom fields but the options are not the same.0
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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...0
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New Global Name Format Setting: Provide Constituent ID Option
The new global setting for constituent name formats is an improvement on the previous, but it would be greatly improved for my team if we could force the constituent ID to appear, perhaps in parentheses. The ID is really hard to find on the consti...1
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Email Compatibility with Office 365
Currently our office uses Office 365 and we cannot create an email by clicking on the email address in RE and make an action via that email using Raiser's Edge. It was able to do this with earlier Office versions.0