-
Make Linked Funds Available in Campaign Records (web view)
Linked Appeals appear and those records can be opened from an associated campaign record. Please make this possible for linked funds too.1 Reviewed: Voting Open
-
Filter portfolio list by Fundraiser Type
No description provided1 Reviewed: Voting Open
-
Ability to access a fund record in the web view if there are no gift records associated
Fund records in the web view cannot be accessed until their is a gift associated with it.2 Reviewed: Voting Open
-
Show only active appeals in the drop down list in webview/RENXT
This is useful so that the end user can focus on a targeted list of appeals to run reports. Otherwise, the end user becomes more confused.1 Reviewed: Voting Open
-
Add "Select Appeal" to workflow designer
In workflow designer, there's no option to select an appeal - only fund. I can't create a workflow for an appeal's first-time donors.1 Reviewed: Voting Open
-
Improve seaching for fund records
We would like to be able to serach for fund records like we do for constituent records in the web view of Raiser's Edge. -
Add the ability for us to edit the information in the contained in the donor notification emails to our organization. Name, email, gift type, fund etc.
We use webhooks to kickoff other automations. That data is key for those things to work.1 Reviewed: Voting Open
-
Make Appeal Record Available in Web View Regardless of Whether it has Received a Gift
Currently, the Appeal Record in the web view of NXT is not available until a gift is made to the Appeal. This is inconvenient. The ability to attach the appeal's letter to the record is a great feature in the web view. For years I have wanted to a... -
Pertaining to the Fundraising/Reporting/ Overview Page, I suggest the drop down selection for the Campaigns, Funds and Appeals be optional to view active or inactive codes as opposed to having to scroll through all.
All end users that have numerous codes would benefit as it would cut down time. In addition it would be helpful to only show active codes for those users that are not familiar with current coding.0 Reviewed: Voting Open
-
Allow For A Query To Be Run For Packages By Date Added Within Appeal Codes
While I appreciate that we can run a query on appeal codes by date added, I wish we could do the same for the packages within the appeal codes as well!1 Reviewed: Voting Open