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Add Manual and Scheduled Refresh as a Standard Feature in Fundraising Dashboards
The problem: Fundraising dashboards can be hours, days, or even more than a month behind current data. Once a dashboard is accessed, it may take up to 24 hours to update (see the "Fundraising dashboard refresh message" screenshot attached). The so... -
Stop making us navigate to another screen to download a file
The popup that states: "transaction list export completed. Click to open the download page." should actually just be a link to down load the file. we hate the download page. -
Year-to-Date and Highest Annual Cumulative to Giving and Query
Add a Year-to-Date Filter in Giving and Query Adding a year-to-date (YTD) filter to both Query and constituent giving history would improve reporting efficiency and provide better visibility into current-year giving. Currently, we have to pull sep... -
Lock query output columns for scrolling
Webview query does not show as much data on the screen as Database View allows. Could you please "lock" the query row number on the far left, so as we scroll to columns on the right, we know that we are looking at the right row? An even better opt... -
Allow Constituent Lists to Be Created from Static Single Row Queries in Web View
The customer would like the ability to create a Constituent List from a static Single Row query in Raiser’s Edge NXT Web View. Currently, when the customer creates a static Single Row query and selects it while creating a Constituent List using Cr... -
Make all Database Fields Accessible To Queries, Exports, Gift Lists, and Dashboards (Including Insights)
I am encountering problems when creating Dashboards, Gift Lists, and Queries because there fields(s) that I need to filter on / display is not accessible to me (i.e. <Date Added> Gift Field). I have recently started utilizing RENXT Web View ...Reviewed: Voting Open
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Add Last Changed By and Last Changed Date for Prospect Status to Query, Lists, and Sky API
Building off of https://renxt.ideas.aha.io/ideas/RENXT-I-1287, I'd like to be able to Query, filter in Lists, and access via the API, both the Prospect Status Last Changed Date and Last Changed By fields. You can see them on the screen, but the in... -
GL Journal Reference
For reporting and reconciliation assistance for those of us who are RE & FE integrated, lets please allow querying on the GL journal reference field located in the gift properties on gift records. This would save so much time and energy if we ... -
make query criteria searchable
it would be super helpful to be able to search in query criteria for the criteria field that you need instead of looking through a ton of fields manually. -
Dashboards: Adding database view custom dashboards to NXT.
I have created several custom dashboards for our Giving Managers that I have been unable to replicate in Raiser's Edge NXT. While NXT allows me to create gift dashboards, I have not found a way to incorporate important constituent information, suc...
