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Gift Batch - Attachment
Please allow to add attachment during add a batch of gifts instead of after approve the batch then go to each gift to attach them. It is easier to attach those important letter for audit purpose when we create the batch for the gifts. Thank you!Reviewed: Voting Open
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Batch Processing in NXT tweaks
Several items I've noticed that are missing in the NXT batches when compared to the OLX batching process is: There appears to be no "global change" function for campaign, appeal or fund fields. At present it seems the only way to change a field is...Planned
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Add capability to pull Lists on Attachment Tags
The ability to use Tags on Attachments is good for categorizing; however, we need the capability to pull Constituent Lists or Attachment Lists based on Tags - otherwise, why have Tags? For example: we use Tag = News Story on an Attachment. We'd li...Reviewed: Voting Open
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Export should include relatives' constituent codes
When an export includes relatives, we want to include those relatives' constituency codes.Reviewed: Voting Open
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Give import the ability to delete records
In the import tool, we leverage import_id or constituent_id to control updates, why not also allow deletes? It is obviously up to the user to know how to first remove children records, etc. Global delete is not a straightforward option for normal ...Reviewed: Voting Open
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Reach multiple emails on a constituent record using RE NXT Marketing: Email
We find it essential to reach out to up to three emails per constituent record (E-mail, Spouse E-mail, Assistant Email). Many couples prefer to receive their emails individually and we don't want someone to miss out on our message. I would love to...Reviewed: Voting Open
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the ability to add two forms on a webpage without form height issues
When i add an NXT donation form and a Constituent form (for Newsletter sign up) to a webpage, the form height of the Constituent form is defaulting to the NXT donation form so it appears expanded. The product team is recommending only putting one ... -
Remove automatic soft credit to deceased constituent from surviving spouse
In DB view, there is a business rule available which removes the automatic soft credit from the surviving spouse when a constituent is marked as deceased. This is not available in web view, so constituents marked as deceased in web view still rece...Reviewed: Voting Open
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Ability to Change Gift Type
Please add the ability to change a gift's Gift Type once it's in Raiser's Edge either in NXT or Database View. There's too much room for error to have to delete or zero out a gift and then add a new one with the correct Gift Type. Some systems we ...Planned
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Update Fundraiser Performance to Include All Credited Gifts
Currently the fundraiser performance tile in NXT only reflects hard credit giving from prospects in a fundraiser's portfolio, even if they have credit on gifts outside of their portfolio. When prospects give through DAFs or are soft credited from ...Reviewed: Voting Open
