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Planned Gift Edit Constituent
The only gift type that cannot be moved to a different constituent record is a Planned Gift. This means if we create an Estate record after the donor passes, then the gift has to be deleted and entered again. This is extra work and would be much e...1
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Be able to search a fund using the GL rather than the FUND ID.
It would be helpful in RE to be able to search for a fund using the GL. We don't always remember if a certain fund is set up and what the Fund ID would be.0
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Commit Multiple Batches in Database View
We have multiple payment terminals at on-site events over the course of several days. This requires nearly 100 batches to be committed at the end of the event, and doing so individually is extremely tedious. Implementing a multi-batch commitment f...0
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Need column for Batch Number in gift receipting
We send gift receipts by batch number. It would be helpful to be able to see the individual gifts batch number in gift receipting to be able to choose which ones to send0
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See constituent address while editing batch gift details
We assign a certain fund based on the donors address so being able to see the address while editing the gift is crucial for us. Right now, we have to open two screens on NXT and go back and forth.1 Reviewed: Voting Open
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Credit Card Updater report in Merchant Services
Add search and export capabilities. Also, dupe entries are included in the report. This could be a very useful tool for us, but having to scroll through the list with only 10 rows per screenload is not useful.0
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Add an "if, then" option in Workflow Designer
Annual Giving professional. I'd like to be able to set up a Workflow so I can follow up based on responses to appeals. Eg: if we receive a gift from the solicitation, then the donor receives action A; If we don't, then the constituent receives act...3
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Access or copy of e-receipts in RE NXT
For donor stewardship, we would like to have access to e-receipts issued through Raiser's Edge NXT. Similar to Luminate Online, we can access the PDF tax receipt to send directly to a donor if they are experiencing any difficulties. During tax sea...2
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Apply linked tributes from recurring gift records to the recurring gift installments.
Currently, if a donor sets up a recurring gift and links a tribute the tribute does not attach the the future recurring gift installments. It has to be manually added to each installment. This is very time consuming, and if the tribute isn't linke...0
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Allow Tribute gift to default to unchecked by default.
When adding the tribute gift option in the new Online Giving app, the menu does not allow for "I would like to dedicate this gift" option to default to unchecked, which is less inviting for donors and more difficult for some of them to navigate.0