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Add "Class" dropdown field from FE General Ledger journal entry to gift records in RE for integration
We currently have FE/RE integration (RE NXT) and are would like the dropdown field "Class" from journal entries in Financial Edge's general ledger as a field in gift records in Raisers Edge in order for this field to also move to journal entry whe...0
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New Gift notification for donors assigned to certain fundraisers
My fundraisers would like to get a notification through NXT when someone on their portfolio makes a new gift.1
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Offline Donations in JustGiving
Currently you can not add offline donations as an administrator to supporters pages in JustGiving and even the supports are only allowed to add one lump sum of offline donations on their supporter page. With Everydayhero we were able to add offlin...0
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Add Fund Category to Gift Detail and Summary column options
We have numerous funds for each college and unit. A fund category column would help each college find their daily gifts more quickly and have them grouped together for efficiency.0
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All Supervisors can add gifts in RE NXT
Currently, only Fundraisers with a portfolio can add a new gift in RE NXT. If you have Supervisor privileges and are Fundraiser (in RE NXT) and you do not have a portfolio, you cannot add a new gift. Suggest changing this so that anyone with Super...1
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Seeing if a Donor is Assigned a Solicitor While in Batch
I would like to be able to see if a donor already has an assigned solicitor while entering their gift in batch while in the database view. I would like it to show in the constituent fields on the right hand side of the screen in the batch screen.1
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Bar graph of dollars raised by solicitor
Need this to assess how the team is measuring. Bar graph with total dollars raised per solicitor.1
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When doing batch gifts in the Web View there needs to be an option to add IMO/OHO gifts. I work for a healthcare foundaiton and most all our gifts are given IMO/IHO. Sicne this fucntion is not available I can not use the batch add gifts in the Web View.
No description provided0
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Lifetime Giving - Soft Credit Filtering By Gift Type
For Lifetime Giving Amounts within Web View, I found that we are unable to restrict certain gift types from being an option to be a soft credit gift. We would love for pledge payments to not count towards lifetime giving for soft credit recipients...0
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in NXT settings Be able to customize better "Received Revenue" and "Committed Revenue"
Planned Gifts should be counted by amount or NPV amount, and if amount realized exceeds NPV that also should be counted for FY received by (Realized Revenue - NPV) Also, to be able to specify pledges to be counted only if equal to or greater than ...0