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Pinning Critical Custom Fields for Gift Entry
Our organization relies heavily on accurate, real-time data to track fundraising performance and maintain clean records. Currently, during Gift Entry in Raiser’s Edge NXT Web View, users must manually navigate a two-step dropdown process to popula... -
Stop adding end date to a constituent code when a person is deceased
I noticed when a constituent is marked Deceased in NXT, an end date is automatically added to their constituent codes. I think this should be an option, not an automatic. (For example) A person doesn't stop being an alumnus once they are deceased....Reviewed: Voting Open
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Add contact information at point of creating new contact record
When creating a new contact it would be really useful to be able to add their contact details at the same time. Currently, you have to save the new contact then go back in to the record and select email and phone numbers as individual updates.Reviewed: Voting Open
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Limit "Gift Constituency" in WV batch to the codes relevant to the constituent
In database view, the "gift constituency" field only gives you the constituent codes that are on that particular record as options in the drop-down menu. In Webview, you have every constituency option that you've ever created, which is profoundly ...Reviewed: Voting Open
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See Event Registration form details in data review
When doing the online data review for unmatched event guests, I want to see the entire form they submitted. We often ask for class and subject details, which would enable matching, rather than (as I do now) having to create a new individual then m...Reviewed: Voting Open
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Enable gift modifications/edits/adjustments
Once a gift is saved in NXT, modifications to soft credit, notes, etc. can only be made on database view. This should be editable in NXT.Planned
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Add exports to NXT
I use exports in Database view to create mailing lists for our renewal mailings. These have specific fields that we incorporate in the letters we send out. There is the ability in NXT to export out information from a query but it involves a lot of...Reviewed: Voting Open
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Soft Credit Search Field
The search field needs to show the Constituent unique ID. We have people with the same name with the same address. When soft crediting in RENXT, there is no way to know which person is the correct one to soft credit. We have created a Query that u...Reviewed: Voting Open
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Bring Fund Annotations to Web View
Currently, our organization utilizes annotations on both Constituent and Fund records in the database view substantially. We store critical information that users MUST know when they open a record, and we check the "display automatically" box so t...Reviewed: Voting Open
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New fields in RE NXT webview should be in Query and Export
For reporting purposes, BB should add all new fields to NXT webview to Query and Exports. Otherwise, the data is pointless for viewing only.Reviewed: Voting Open
