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When adding a custom "table" field to a Constituent Contact Form, make the list be a dropdown that would expand, instead of the entire list appearing.
When adding a custom "table" field to a Constituent Contact Form, make the list be a dropdown that would expand, instead of the entire list appearing.Already exists
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Gift barcoding should be available in Gift Management to auto-match to the correct constituent, appeal, and fund records.
Currently, entering batched gifts through Web View's Gift Management is very labor intensive. My team processes hundreds of checks in a given day by entering the gifts in Database View, but that's only possible because we enabled gift barcoding in...Reviewed: Voting Open
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Add ability to change where it says "spouse" on the top of Raiser's Edge profiles to instead say "second member"
it has created some confusion between our front of house and members who are not married but instead have a different relationship with their second member. I know it's possible to say the relationship below in the relationship section, but on a q... -
Allow actions to be linked to more than one opportunity
Our major gifts team will often meet with a donor about two distinct opportunities in one meeting. For example, the donor might have a proposal for a planned gift and another proposal for an event sponsorship. It would be helpful if they could wri...Reviewed: Voting Open
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NXT Home Page Set-up like the Database view with it's own category.
Can the NXT Home page be set up like the Database view, with (Home, Records, Query, Export, Reports, Mail Batch, Admin Config, Dashboard), etc. -
ADD PARENT CLASS ANALYSIS REPORT TO STANDARD REPORTS IN WEBVIEW
Adding the Parent Class Analysis (PCA) report to WebView would be a key addition for K-12 institutions. This report is an incredibly valuable tool for fundraising efforts, providing a clear and efficient way to track donations and participation ra...Reviewed: Voting Open
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Dashboards in NXT need to show Gift Aid for UK Clients
Web view dashboards are either set to show income as either including Gift Aid or not. We like to see how much gift aid makes up our total income. The database view dashboard "Gift Tax Summary" does this very well and it also shows how much Gift A...Reviewed: Voting Open
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Include nuanced unsubscribing from marketing emails
Currently when someone unsubscribes via NXT marketing, the system marks them as 'DO NOT EMAIL' meaning we can never contact them again. Many of our supporters only want to unsubscribe from specific emails e.g. fundraising, but still want event inv...Reviewed: Voting Open
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Add More Fields to Insight designer
Insight designer is a great tool. Although, I wish it was more like the query tool in DB view where we have access to all fields. Combined with the query tool functionality and the data visualizations, I think Insight Designer could be even more p...Reviewed: Voting Open
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Ability to filter Portfolio by fundraiser type
Currently I have trouble with identifying portfolios for fundraisers with the current setting being any active solicitor record on RE Classic. It would be better to allowed in the control panel as a Data Manager to be able to set the solicitor typ...Planned
