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Copy action attachments to lists
For a large list of actions, attaching a document (like a mailing packet) is impossibly tedious. It would be great for users to look at action details and see the attachments in that record rather than having to look outside of Raiser's Edge to wh...0 Reviewed: Voting Open
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More flexible workflows
I currently use action tracks because constituents can be on multiple action tracks at once, but this isn't possible with workflows. For context, I deal with recurring gifts and it is not uncommon for one constituent to be a part of our 3 month lo...0 Reviewed: Voting Open
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Removing Individuals from Workflows
We need the ability to remove constituents from a workflow. There are already several ideas about this shared, but in my case I want to be able to use workflows for the recurring gift decline series the way I use action tracks in Database view. I ... -
Split Opportunities
A limitation in Raiser's Edge 7 was that we could not split proposals to more then one campaign and/or fund. Could we make this possible in Raiser's Edge NXT. This is something we can do in Blackbaud CRM and a big desirable in NXT. Of course you c...10 Reviewed: Voting Open
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Allow custom fields to be added as columns in NXT lists
we build dashboards using oportunity lists. custom fields are key to identifying the clarifying the opportunity based on our own set of parameters.0 Reviewed: Voting Open
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Allow recurring gifts to be linked to a proposal
Recurring gifts are the only gift type not able to link to a proposal. We need to be able to link those.0 Reviewed: Voting Open
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Add the same action to all constituents in a list. (Global add actions from lists)
From a constituent list it would be useful to be able select all or some constituents from the list and then add an action which will be saved on everyone's record rather than manually adding individual actions when its the same action. Like a glo...2 Reviewed: Voting Open
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Add Text Message as an option on the Action menu
It would be nice to add Text Message as option on the Action menu, along with Email, Phone, Meeting, etc.9 Reviewed: Voting Open
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Add recently accessed Funds and Events sections in Home Page (Webview)
We have recently accessed constituent records on the home page, and the new Quick Links function helps navigate to the Funds and Events sections. However, having recently accessed Funds and Events on the Home Page would eliminate the need to searc...1 Reviewed: Voting Open
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Make all Work Constituent Tags Editable or make in active
We are working with over 3000 constituents over 8 staff. We do not need "NO MEETING" added every night to all 3000!!! We are unable as an organisation to meet everyone and this just cloggs up the work overview!!!!!!!! We could also do with it not ...0 Reviewed: Voting Open