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49
Vote
Business Rules for RE NXT Donation Form gifts (soft credit and address)
Hello! We have noticed that when a gift comes in through our NXT donation form, the business rules regarding soft credit and shared address are not respected in the batch gifts that are automatically created. Specifically, when a constituent is se...
Created 13 Nov 19:43 by Lily Barger
Online Giving
1
Reviewed: Voting Open
13
Vote
Default Benefits should update Receipt Amount
When setting up an appeal that has default benefits - associating that appeal to either a standard or optimized form should have the benefits apply to the receipt amount of donations made via the form. Currently 100% of the donation updates to the...
Created 01 Jul 22:53 by Matt Haynes
Online Giving
0
Reviewed: Voting Open
57
Vote
Recurring scheduled email
Along with a number of tweeks that I think need to be done for the email marketing section (see ideas about merge fields, email addresses, etc.) I would love to be able to set up a recurring email schedule. So that once a month we could send an em...
Created 29 Oct 19:09 by Matthew Nareff
Email
1
Planned
11
Vote
Automatically populate "preferred name" with first name if it is blank
The way the "receipt amount" automatically populates with the "gift amount," but can be changed if the receipt amount is different—it would be amazing if it worked this way for first name/nickname. It is extra work to complete both fields; however...
Created 03 Oct 22:51 by Katy Roberts
Constituents
1
Reviewed: Voting Open
32
Vote
Gift-in-kind donations NEED to be added to RENXT Giving Statements!!
It would have been easy to send giving statements out this year through RENXT if the format also showed gift-in-kind donations. Hopefully next year???
Created 18 Jan 20:23 by Guest
Gifts
5
Reviewed: Voting Open
81
Vote
Customize search window in NXT
I refer to constituency codes a lot and it would be very helpful and a time saver to customize the search window to include the codes. As well, it would be great to have other options as others have already requested i.e. -- addressee/salutations ...
Created 24 Sep 19:26 by Guest
Search
2
Reviewed: Voting Open
10
Vote
Ability to choose which email addresses on a file should receive correspondence.
Right now, it seems to only email the primary email address on the constituent file. We have donors that want both themselves and their spouse to receive the emails at different addresses. Please provide the ability to choose which emails should b...
Created 19 Nov 19:37 by Heather Fields
Constituents
0
Reviewed: Voting Open
41
Vote
Required fields honored in RE NXT
Required fields from Raiser's Edge 7.96 do not sync with RE NXT. This would be helpful across the board, notably with opportunities, solicitor type, contact information.
Created 19 Nov 23:04 by Jaclyn Barden
Settings
0
Reviewed: Voting Open
42
Vote
Allow custom fields for existing addresses in RE NXT
Attributes appear on address records in database view - but this information does not show on RENXT. Viewing of constituent records is done primarily in RENXT therefore we should be able to see all attributes/custom fields.
Created 30 Sep 13:01 by Guest
Constituents
5
Reviewed: Voting Open
52
Vote
Create list based off solicit code dates
Would like to review solicit codes based on date ranges so we don't get records in the system with old codes that should be removed. We plan on reviewing codes every 3-5 years based on the code and a list would allow us to do this.
Created 14 Jun 20:00 by Kathleen Lubert
Lists
2
Reviewed: Voting Open
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