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Notification & ability to review donor changes made in Portal to gifts
We need to be notified of and have the ability to review changes donors make to their gifts in the donor portal. Example- we have donors putting a hold on their recurring gifts and we don't know about it until it tries to process.Reviewed: Voting Open
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Organization matches gifts check box
In DB view there is a check box "Organization Matches Gifts" - I would like to see it in NXT view too. -
Allow customized email templates for Giving statements
It would be helpful to be able to add a thank you message and donate button with the consolidated receipts, just like the gift receipting function.Reviewed: Voting Open
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See which links are being clicked
When sending email marketing emails, it would be helpful to be able to see which specific links are being clicked. My organization sends out a monthly newsletter with between 5 - 10 links. Whlle it is helpful to see than a constituent "clicked", i... -
Offer secondary sort options on columns
While working in the work center, I noticed that 1st-latest-last all sort by date. It would be nice to have the option to sort by date or amount especially in the greatest column.Reviewed: Voting Open
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Need access to old batches from Raiser's Edge Database view in Raiser's Edge NXT
Please move old batches over from the database to NXT so that they can be opened and accessed and viewed. More importantly, please allow batches created in database view to be used as templates for new batches in NXT.Reviewed: Voting Open
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Associate Fund and Campaign when creating a new Appeal
Add the option to associate a Fund and a Campaign with a new Appeal when creating it in RENXT. This option is only available in the database view (under Fund and Campaign tabs).Planned
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Allow Email Addresses to be saved WITHOUT a Primary
There are constituents who only have invalid email addresses and no primary. We want to preserve the email addresses history, but can only do so in Classic view, not NXT.Reviewed: Voting Open
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Add Prospect Status reports to Workcentre
I implemented a workaround for moves management within RE7. We used Action Type and Action Status to record pipeline moves. Having action dates on these meant we could report on: number of moves per month, how many prospects in a fundraiser's port...Reviewed: Voting Open
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Don't Automatically Show Non-Constituents in Relationships
In NXT, when you look up an organization or individual to add to the Relationships tile, it lists every non-constituent record with that name in the results. While it's great to be able to link non-constituents, it's a HUGE pain to not be able to ...
