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Ability to save donor letters directly in a constituent's record once they are created in the gift tab
This would alleviate the steps needed to save to a folder. It would also provide the ability to view all thank you letters directly from the donor's Raiser's Edge record.0
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The last scheduled payment date for a recurring gift should be available in NXT.
When a recurring gift is has a scheduled end date, that scheduled end date is available in the database view. Our gift officers are finding it frustrating that it is not available in the web view of NXT. The start date is available, the latest pay...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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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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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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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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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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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