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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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Include GL in all Reports in Dashboard Insights
We have been able to rebuild several of our reports that had used crystal reporting but the primary field that is missing is the GL information which is vital information.Reviewed: Voting Open
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Add option to add relationship to donor record for event guests
When adding guests to a host in an event, it would be helpful to have the option to create a relationship between the two constituent records. This would be great as an automatic feature, or just a pop up option to create that relationship, if it ...Reviewed: Voting Open
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Add the ability to automate delivery of custom reports
Currently there is no option to email custom reports created in report builder. This feature is only available for the pre-built reports such as 'Overview', 'Funds', 'Appeals', etc. The problem is that these reports either include too much or too ...Will not implement
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Add solicit codes to non-constituent records
We need a way to add solicit codes to non-constituents. Sometimes you need a record of those who contact you to be removed from mail, email or phone lists. These could include non-constituent relationships for participants, spouses, or in our case...Reviewed: Voting Open
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Test - BB idea item from BB employee
Test - BB idea item from BB employee -
Test - BB idea item from BB employee
Test - BB idea item from BB employee -
Add the FE Batch ID to the General Ledger Report
Along with the name of the user's organization, adding the FE Batch ID to the top of the G/L Report would be helpful. -
Form Completed View
I want the ability to see what the donor completed in any form that was submitted. I should be able to audit what the person has submitted as they have gone through the system to ensure our data is accurate and that we met their intent.Reviewed: Voting Open
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Allow the restriction of Journal Codes that are available for positing in Raiser's Edge
FE users (financial people) are different from RE users (fundraisers) They don't pay attention to the same details and we spend a lot of time on the FE side fixing journal entries when the person who posts from RE uses the wrong code. At least...Reviewed: Voting Open
