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Addressee/Salutation Column for Web/Unified View Lists
There should be an ability to add the columns for addressees, salutations, and primary contact information for lists, specifically for mailings and merge projects. As an operations person, my team can't keep pulling the SAME export for fundraisers... -
Allow Attachments to Be Added, Replaced, or Deleted in Existing Actions
Currently, once an Action has been saved in Raiser's Edge NXT with an attachment, there is no option to add additional attachments, replace the original attachment, or delete it. Although the Action's text can still be edited, making changes to it... -
Need Queued / Scheduled Monthly Opportunity Reports for Cash Flow Projections (Including Likelihood Scores)
While RE NXT currently provides built-in reports and email subscriptions for Pledges (committed revenue), it lacks an equivalent native report for Opportunities (uncommitted/pipeline revenue). Missing Opportunity Reporting Engine: There is no stan... -
Load Defaults from option in Actions?
I would like to be able to select Load Defualts from like in DB view. Actions in RENXT are not rich with options. I guess this is still in process? -
Allow non-fundraiser staff to view assigned actions on the NXT Home Page Action section
In the database view, any staff member (solicitor) could be assigned an action and track it via reminders, regardless of whether they were a solicitor. In NXT web view, the Actions tile on the Home Page and Work Center restricts visibility exclusi... -
Opportunties should have options to split fields for multi-year pledge award dates and fund/campaign/appeals
Gifts are complicated. Sometimes we expect one opportunity and their accomanying actions to lead to gifts that are funded across time and purposes. If implemented we must be able to query and configure custom insights to the splits. THANKS -
Delete multiple ratings at the same time
When we merge records, we end up with duplicate ratings which need to be deleted one at a time. I would love to be able to delete multiple ratings at the same time. -
SKY API - Fundraiser assignment (Edit) add endpoint "Reason for assignment"
SKY API - Fundraiser assignment (Edit) (Patch) add endpoint "Reason for assignment" -
Increase or eliminate character limit for action summary/description
The character limit for an action summary in Raiser's Edge is 255 characters. The character limit should be increased or eliminated to accommodate high level summaries of meetings, correspondence, outcomes, etc. -
Add the ability to create one action for multiple constituents in NXT
Many times I need to add the same action for multiple constituents (not a mass mailing or similar, but a meeting with multiple people or conversation with a few people, etc.) It is time consuming to do this individually in NXT but in most instance...Planned
