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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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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
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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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You should be able to change gift status in RE NXT, and not just in RE database view
It doesn't make sense that if you can change Hold gift status back to Active but you can't change Terminated to Active. We are human and errors happen. It doesn't make sense that you have to call the donors just to get the credit card details agai...0
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Gift Notification Emails Now Useless
I get the reasoning for changing the notification emails for security reason, but can I at least get a donor name or constituent ID so I can look them up? Lists do not show gifts that have not been posted/processed. And while our database manager ...0
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We need credit card type and/or cardholder name to travel to RENXT with Just Giving donations
For credit card reconciliation purposes and audit reports, our queries use the Credit Card Type field from the gift tab to differentiate these transactions from other types of gifts. Since Just Giving doesn't populate these fields like Online Expr...0
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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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Variable Data in OLX
After spending most of the afternoon figuring out a workaround, successfully I might add, I think it would be great if the merge fields for OLX email marketing included the ability to pull more fields from Query. For starters, Last gift date and L...0
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Add System Record ID
With the new ReceipterPro tool, we are required to input a system record ID into the software. Currently that is not an available Field to Export in the previous Mail tab, or in NXT lists. It would be really useful if it could be added to ease the...0
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Create customizable validation / commitment reports for webview batches
Currently, batches that are approved in the webview appear in the database view, which is where a validation report for the webview batch can be created. However, the fields that automatically appear in this view of the batch do not include all of...1