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Add Committed and Received Amounts as Columns when viewing Opportunities in Work Center
The new additions to the "Funding" tile when looking at Opportunity records are great. It would be even better if we could view those amounts when reviewing Opportunities in Work Center. This would make it much easier to know whether or not a give... -
More than one Fund in Opportunity
I have a very robust institutional team, and often times they will submit solicitations to funders that ask for support for different programs in one ask. We are severely limited by the fact that we can only choose one fund per opportunity and ima... -
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
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Add Upcoming Pledge Payment List
Add an Upcoming Pledge Payment Due statistic and list in Work Center next to the Overdue Pledges statistic. Fundraisers can proactively remind donors about upcoming payments in a personalized and timely manner. Pledges due next month is a one exam...Reviewed: Voting Open
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Constituent Actions - Load defaults Values
Add functionality to populate required fields with a default value . We rely on this to quickly enter Actions and pre-populate notes. Assign constituent codes, preferred address, and salutations when creating a new record. Gifts auto-populate th... -
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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Allow Actions to be linked to more than one Opportunity
Often our fundraisers will solicit for multiple gifts of different kinds to the same donor at once, meaning that the Action they record for one Opportunity is also relevant to a second (and possibly even third) Opportunity on that same constituent... -
Assign Opportunities to Multiple Gifts in Batch
Currently, when gifts are processed in Raiser's Edge NXT, associating each gift to its corresponding Opportunity often requires manual, one-by-one assignment.Introduce a batch-level functionality that allows users to assign an Opportunity (or matc...Reviewed: Voting Open
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Add an Event filter to Constituent Lists
As I've had a bit of opportunity to poke around in the RE NXT sandbox, I've realized it would be very helpful to be able to see and filter event information in the same way we can view gifts, proposals, actions, etc. Is there any plan to add an "E...Reviewed: Voting Open
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.Reviewed: Voting Open
