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Changing Subtype in Batch
When trying to add the subtype, it only accepts the first letter to take you to that section of the dropdown. It is a very tedious process to have to go through many subtype that my organization has just to get the correct one. This need to be whe...Reviewed: Voting Open
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Ability to convert pledge gifts to recurring gifts
Currently we can Convert a pledge into a recurring gift in DBV. If the pledge is not automated in RE-NXT WebView we have the ability to go up to the tool bar under "Gift" and click on the option "Make Recurring", the pledge is then converted to a ... -
Allow Fundraisers to be the Fundraiser on their own giving in RE Webview
Re database view has always allowed us to mark fundraisers (solicitors) as the fundraiser on their own gifts. I discovered recently that this causes an error in RE webview saying that a donor cannot be a fundraiser for their own gift. I do not und...Reviewed: Voting Open
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Assign Opportunities to Multiple Gifts in Batch
Currently, when gifts are processed in Raiser's Edge NXT, associating each gift to its corresponding Opportunity often requires manual, one-by-one assignment.Introduce a batch-level functionality that allows users to assign an Opportunity (or matc...Reviewed: Voting Open
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Batch columns need to stay in place, not default back
When looking at gifts under Batches, WHY do the columns automatically move back to the default settings? Every time I have to move the relevant columns to the front, it's very annoying and time consuming having to do this on EVERY batchReviewed: Voting Open
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Package Attributes/Custom fields
I did have an open idea before about this that was marked as shipped but I suspect the shipped part is only about appeal and campaign attributes/custom fields because while I put package in the title, I didn't actually put it in the main text and ... -
Allow us to to change the payment configurations for automated pledges
I selected an invalid payment gateway when creating a pledge with multiple recurring transactions in webview. When I attempt to update this, I get the error Payment information update encountered an unexpected error. Try again or come back later. ...Reviewed: Voting Open
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Option to use project number instead of name with report and exports
my export in POSTED GIFTS shows project name to view, I would like the import to show the project number with each donation. This would make balancing easier, since trying to associate each name with the project number is difficult to remember. -
Allow a Soft Credit to be added in Web view after a gift is saved in the system.
I missed adding a soft credit when entering a gift and was not able to add this subsequently. I feel this is a common issue that many might have. So I feel this will be beneficial if the system can allow us to "Edit" the gift after is entered and ...Planned
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Automated tribute notifications
Lots of other companies offer this! The donor enters the acknowledgee's email address and the notification is automatically sent to the acknowledgee, so they immediately see that someone made a tribute gift in their honor or in their loved one's m...Reviewed: Voting Open
