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Improve the search for "Find in this list" for Campaigns, Funds and Appeals
Currently when you type the name of a Campaign, Fund or Appeal on its page under Gifts the "Find in this list" box refreshes after every character is typed - with a 2 second pause before the next character can be typed. This is not just a display ...Reviewed: Voting Open
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Allow batch column headings to automate entry as gifts are added
It would be great if in NXT batching, we could add the date/fund/gift type/comment etc into the top field and it automatically populates this same info as you add more lines. Example, in DB view I can add the date//subtype/comment in the coloured ...Planned
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"Save As" option for batch templates
"Save As" option for batch templates would make it easier and faster to create multiple batches.Planned
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Limit "Gift Constituency" in WV batch to the codes relevant to the constituent
In database view, the "gift constituency" field only gives you the constituent codes that are on that particular record as options in the drop-down menu. In Webview, you have every constituency option that you've ever created, which is profoundly ...Reviewed: Voting Open
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Automatically marking constituents as do not acknowledge if there is no email
It would be great if constituents with no email address on file to be excluded from the AI acknowledgements to review. It has been frustrating to sift through all of the acknowledgements and having several donors who have no email on file. If ther... -
Allow editing of the Direct Debit Request Billing Organisation Information
The address in the Direct Debit request is pulled directly from BBMS and is not something that can be changed to a PO box. Please allow us to change the Billing Organisation details to PO BOX. -
Stop having to check "processes manually" when adding a pledge
When you have to stop and click a box, it interrupts the flow. Bring back the dropdown option of payment methods without having to check the box to process manually. -
Change Wording in Gift Posting
I understand the steps to take when posting a batch in web view, however it would make things a little easier to understand if everything wasn't labeled as "posting" or "post". For example, "Gifts in this posting event stay in a posted state until... -
Pinning Critical Custom Fields for Gift Entry
Our organization relies heavily on accurate, real-time data to track fundraising performance and maintain clean records. Currently, during Gift Entry in Raiser’s Edge NXT Web View, users must manually navigate a two-step dropdown process to popula... -
Soft credits affecting sum totals
When viewing a constituent's giving history, the total reflects all gifts associated with that record, including gifts for which the constituent received only a soft credit. It would be much more helpful if the total reflected only the gifts direc...Reviewed: Voting Open
