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Admin Functions Like Globally Add/Change/Delete in DB in NXT
My org uses the global add functionality in database view to add appeal and actions to multiple donor records. It is critical that we continue to have the ability to complete this work. When global add, import, and other administration functionali...Reviewed: Voting Open
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Ability to Select the Correct Tribute When Multiple Tributes Exist on a Constituent Record When Processing Online Gifts
Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing) Description: When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record...Reviewed: Voting Open
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Keep the Import Validation Option when moving import to Web View
I was shocked to see on the planned features table for RENXT that Import Validation is in an "Undecided" state. Please maintain the ability to validate import files before running the actual import process. Validation is a critical safeguard that ... -
Show and filter by event name in Online Data Review for Event Registrations
When an event registration goes into Online Data Review, it needs to show the event code on the record so we know which event that person has registered for, as different events are handled by different people in our organization. Also, in the Eve...Reviewed: Voting Open
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Please make manual mapping available in web-import
Being able to manually pick the correct field in import is super important.Reviewed: Voting Open
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Allow us to create import templates
This would allow us to organize import history by template, rather than having them all mixed together in a single list.Reviewed: Voting Open
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Attribute constituents reviewed and added through Online Data Review to the specific user
When constituents are added through online giving forms, the constituent record properties currently show that they were added by "NXT System User." If a constituent is created through an online gift but is processed through Online Data Review by ...Reviewed: Voting Open
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Import csv or excel file into gift batch
No description providedPlanned
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Additional Matching options for Constituent Forms
Currently there are three options for constituent matching with constituent forms, but I think the "middle" category of only reviewing those without a match should be tweaked. While it currently appears to create a new address/phone/email, this ca...Reviewed: Voting Open
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Introduce bulk grid editing for all record types
I saw this in a demo for another CRM and it looked so slick and useful. Like a more granular Global Change, but you get to see the selected records and selected fields in a big grid/spreadsheet that you can edit, either one by one right in the gri...Reviewed: Voting Open
