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Have a seperate security access between prospect and opportunity.
Some user's may need to be able to update information on opportunities but not on prospect info such as classification, statuses and financial info. Manager or team member may be responsible to assign prospects to fundraisers and manage the classi...Reviewed: Voting Open
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Participant Options added to account and other events
If a guest adds participant options to their event registration like dietary preferences or mobility needs, can it automatically apply it to their account, so the database remembers and it doesn't have to be reapplied for every event. We have a lo... -
Organization Gift Dropdown Selection in Online Giving Forms
We would like the ability to configure a predefined dropdown list of organizations in Raiser's Edge NXT Online Giving Forms when donors make gifts on behalf of an organization. Currently, donors must manually enter the organization name in the Org...Reviewed: Voting Open
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Restore old drafts / two people to work on one project
We have lost a significant amount of work because multiple team members have had the same email draft open at the same time. In these situations, updates made by one person do not always save correctly and can be overwritten by an older version th... -
Applying donor credit card fees to a pledge balance
It seems it has been said, but if a donor pays their pledge with a credit card and covers the fees we should be able to apply that to their pledge balance or create an overage similar to the cash remainder in database view. -
Seasonal Option for Phone Numbers
It allows you to store multiple numbers for one donor without cluttering the "Primary" field or deleting permanent contact info. If a donor is a snowbird and spends six months of the year at a secondary residence (like a vacation home), calling th... -
Need the ability to make notation on recurring gifts when marking them terminated or completed
It would be helpful to be able to add notes when terminating recurring gifts to say why it was done.Reviewed: Voting Open
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Choose a unique fundraiser to credit in webview gift batch entry
There are many instances in which the fundraiser who needs to be credited on the gift is not and should not be assigned to the constituent (think pass-throughs, DAFs for example). Right now it automatically credits all active fundraiser relationsh...Reviewed: Voting Open
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Audit Trail for Cons and Gift records instead of just last
in desktop, we can see last change date and user. but nothing further. In NXT, we see nothing. would be great to have a full audit tracking of all changes to a record in NXT.Reviewed: Voting Open
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Add Solicitor to available Columns in event participant listings. Allow to filter on solicitor.
In RE NXT Events when an event is open and you are working on or displaying participants you cant not see the entered solicitor unless you open and individual participants record.Reviewed: Voting Open
