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Ability to set reunion years for the new Reunion year intelligent tag
Our students work with others from the classes around them so we do not follow the traditional 5/10/15 etc year reunions. For instance this year our classes are Classes of 1967, 1977-78, 1997-98, 2011-13, 2016-18 and anyone older than their 60th r... -
Add ability to pull Prospect Insights Data as Lists and Queries
Please add the ability to "pull" Prospect Insights data ("Undergiving"; "Excellent" and/or "Low Likelihood" Major Giving Likelihood, "Opportunities, etc) as lists and queries instead of having to view them one by one in their individual records. A...Planned
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Allow gifts from other constituent to record as funded on Opportunity
If an Opportunity is on John Doe's record, and John's gift comes from the John Doe Foundation, we hard credit the foundation and soft credit John. Currently in NXT, I can't connect the gift from the Foundation to John's Opportunity, but I can in D... -
Opportunities should be records
Make Opportunities/Proposals a record type, like Constituents, Gifts, Actions, etc. We need it to be easier to export specific opportunities/proposals for constituents in our exported lists. We cannot refine the output on Opportunities the same wa...Reviewed: Voting Open
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Add Import ID to list exports
Because there isn't an opportunity query type, many users are exporting opportunity lists to build their opportunity update import files. This works great, but the only unique identifier available for use is the opportunity system record ID. Raise...Reviewed: Voting Open
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Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...Planned
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Config multiple Opportunity types eg. MG, GIW, EOI
Allow administrators to config multiple Opportunity types: GIW, MG, Mid, grant EOI. We need specific fields and code tables related to the opportunity type. -
Set Goal Target for fundraisers in NXT
setting goal to fundraiser is only available in database view not in web view. Managers are only able to use opportunities to set goal targets for fundraisers in NXT, its only available via the DatabasesReviewed: Voting Open
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Ability to identify copied actions
We use action counts as metrics for our gift officers, and we want to be able to avoid double-counting toward their goals. For example, if the gift officer meets with two individuals in a single meeting, the meeting should only count as one action...Reviewed: Voting Open
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Enable Ability to Move Opportunities Between Constituents in Raiser’s Edge NXT
Opportunities are linked to a single constituent, and there is no way to transfer an existing Opportunity to another constituent without recreating it. This increases the risk of data loss or inconsistency, especially when Opportunities are initia...Reviewed: Voting Open
