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New Gift Batch Template - Custom Fields default value
When building a Gift batch template, it does not allow setting values to the Custom Fields; such information needs to be added manually for each gift, which adds more time to the batch entry. We use at least 4 Gift Attributes per gift.Reviewed: Voting Open
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Gift Batch Template - sticky columns
When creating a batch template, please keep the order of the fields sticky. I've organized the fields in each batch template in a way that makes sense for our organization. I moved some fields to the top, some to the middle, etc. But when applying...Reviewed: Voting Open
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Replace Geolocation Autocomplete with Postal Validation for Online Forms and Manual Address Entry in RENXT
Description: Across Raiser’s Edge NXT — including the online forms donors and registrants fill out — address entry currently relies on a geolocation/places autocomplete service (e.g., Bing Maps Autosuggest). This tool is designed for map searching...Reviewed: Voting Open
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be able to see on a gift record who added it and who last changed the record
we can see this in database view in the gift properties and it drives some user accountabilityPlanned
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Can I add a "Last Meeting Date" in action tile.
In Raiser's Edge NXT, we would like to view and report on the most recent meeting date on action tile. Currently, there does not appear to be a dedicated Last Meeting Date field stored on the action record. Because this field does not exist, there... -
Bring the "MAIL" function to NXT for exporting data for tax receipts, etc.
Can you please please bring the “mail” tab over to webview. Our organization needs it for tax receipts. We need to be able to personalize the look of the receipt. The receipt offered in NXT is (I’m sorry to say) horrible – there is no way to edit ...Reviewed: Voting Open
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Would like to see constituency code of donor when entering a batch of gifts.
When entering a gift in a batch we used to be able to see the constituency of the donor in a panel on the right side in database view. Some donors receive an acknowledgement and some do not. In NXT it takes time to do this. Having a column visible...Reviewed: Voting Open
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Convert an individual to an organization record and vice versa
In database view, you can convert an individual record to an organization record and vice versa. This is primarily needed when someone passes away and their estate becomes their constituency. There are also data hygiene moments where it would be b...Planned
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Enable "User Impersonation" Capability for Admins in Raiser's Edge
As our team becomes increasingly remote and user needs grow more complex, it is essential that Admins in Raiser's Edge have the ability to impersonate users. This functionality would greatly enhance our ability to support both frontline fundraiser...Reviewed: Voting Open
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Soft credits affecting sum totals
When viewing a constituent's giving history, the total reflects all gifts associated with that record, including gifts for which the constituent received only a soft credit. It would be much more helpful if the total reflected only the gifts direc...Reviewed: Voting Open
