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Allow for for two constituent records (such as spouses) to be open side by side for comparison
There are times when it is necessary to compare two records, especially spouses, to compare what address we show for each or to compare the relationships that are on each record such as children. It is helpful when I decease a person and a record ... -
The notes section of a fund record in NXT should have a bigger window for editing purposes. Additionally, until database view is sunsetted, formatting for notes entered in NXT should be reflected in database view.
I can't scroll up in the editing field to easily select text portions to move around, cut and paste, etc. The notes field in database view is larger and thus easier to view and edit.Reviewed: Voting Open
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Global Action
Ability to create global actions in NXT like we can in RE.Reviewed: Voting Open
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Add Seating Chart management to events in web view
Only database view currently allows for seating chart management. I would love to see this moved over to web view.Reviewed: Voting Open
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Edit User Name in Web View
Often staff get married and need to change their name, currently there is no option to edit a user's name in the User Management area of Raiser's Edge NXT. This can lead to frustration when attempting to locate a User if they still have their old ...Reviewed: Voting Open
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Ability to search by spouse name when adding event participant in NXT.
Sometimes only a spouse is attending an event and it would be helpful to have their name come up in the search bar when adding a new event participant. Even if I can't directly add them as participant without connecting them to the other spouse, a...Reviewed: Voting Open
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Eliminate Inactive Campaigns/Funds/Appeals from Analyze Dropdown Menus
The request is to eliminate "Inactive" Campaigns/Funds/Appeals from the menu dropdown filtering to eliminate longs lists. Raiser's Edge 7 does not display inactive Campaigns/Funds/Appeals when flagged as "Inactive" unless there is a checkbox marke...Reviewed: Voting Open
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Bring the Action Save and New to web view
In Database View, when saving an action, users have the option to select “Save & New.” This functionality is greatly missed by our fundraisers in Web View.I understand that the underlying mechanics in Web View are different, which may make thi... -
We would appreciate the flexibility to add additional fields to mass communications sent to recipients.
We are currently trying to create a giving summary for our monthly donors that includes information such as donation dates, lifetime giving totals, and fiscal or calendar year giving. At the moment, we are unable to locate a field that provides th...Reviewed: Voting Open
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Unable to apply payments to subsidiary pledges via a batch
We have several companies/school districts where each school is in our database but when the parent company issues a payment, we must apply the payment to the subsidiary pledges as the parent company itself doesn't show a pledge. This is available...
