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Adding date options to workflow
For some groups of donors, I would like to add an annual plan workflow; on January 3 - Happy New Year April - Happy spring stewardship touch August - gearing up for autumn November - tis the giving season Rather than determining the number of week...Reviewed: Voting Open
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Choose what portfolios can be seen by User Group
Leadership may need access to all fundraiser's portfolios, but Fundraiser's may only need access to their team's portfolio and should not have access to Leadership's portfolios. Currently Access to others' portfolios is All or Nothing. It would be...Reviewed: Voting Open
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Please make a workflow based on dates so automate birthday cards
Allow workflow to be set u by a date so can automatically send emails on holidays ectReviewed: Voting Open
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Add more comment / fill in boxes to RE NXT Donation Forms
I have found donation forms are easier to set up than Net Community pages. However, I can only get one "fill in the blank" by dragging over the gift information-> gift comment and editing it. Then it is gone. I needed to get both graduation yea...Reviewed: Voting Open
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Remove limit of 4 pages for linked gifts on the opportunities page
even though you can link more than 20 gifts (5 gifts per page over 4 pages) you can only view the top 20 on the opportunity pageReviewed: Voting Open
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Similar to Outlook addin for actions, create one for zoom
Our organization uses Zoom for calls and texting. Similar to how you can add an addin so that emails sent via Outlook can be saved to an RE action, it would be nice to be able to quickly save phone calls and text messages sent out via our zoom sys...Reviewed: Voting Open
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Add the ability to clone an opportunity in Raisers Edge NXT.
Add the ability to clone an opportunity in Raisers Edge NXT. Rather than start from scratch to create a similar funding opportunity, allow the user to create a clone as a basis for the new opportunity.Reviewed: Voting Open
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Search proposals / opportunities
It would be extremely useful to be able to search by Proposal/Opportunity name in the search box. It should operate in the same way that suggested constituents appear as you type into the search box.Reviewed: Voting Open
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Analyze Opportunities by Campaign
The new analyze section seems awesome, but the Opportunities tab is entirely useless to us unless we can filter it by campaign. Please add!!Reviewed: Voting Open
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enable one off letters using templates in Action and Gift
This is relevant for Action and Gift Acknowledgment letters where merge fields in letter templates save time. Using a template for standard communications is also more efficient and means everyone can share the same template. Adding the letter as ...Reviewed: Voting Open