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Show gift tribute information in giving history tile/work with gifts
Tribute information is one of the fields I need visible when I quickly glance at a constituent's giving history. Not being able to do this in Webview is frustrating - I need to click each gift to see if it's in honor or memory of anyone!4
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Ability to Select the Correct Tribute When Multiple Tributes Exist on a Constituent Record When Processing Online Gifts
Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing) Description: When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record...4 Reviewed: Voting Open
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Add Ability to Edit a Planned Gift in Unified View
We receive requests to mark Planned Gifts as Unhonored or Cancelled. I am only able to edit the Planned Gift Status in database view. Since database view is scheduled to be sunsetted in 2027, we need this ability in the Unified View.1
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Allow us to query primary phone and primary email
A constituent can only have one primary phone and primary email. Allow us to query (criteria, sort, output) based on that specific phone/email's fields. In the absence of a primary phone and email, if another active, not "do not call/email" phone/...0
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Fix "Find in this list" Search in Unified View find a record in the results beyond 1,500 limit.
Unified view query cannot search the RESULT beyond record number 1500 and requires you to export to search. I can understand the potential limit of VIEWING beyond 1500 but the search should be able to find a record that would be in the results reg...3
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Provide an Open-Field, Tab- and Shortcut-Friendly Option for Data Entry in Web View
The database view in Raiser's Edge NXT offers a highly efficient experience for data entry: users can quickly tab through open fields, utilize keyboard shortcuts, and input information with minimal clicks. In contrast, web view is significantly li...30 Reviewed: Voting Open
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Ensure all fields in Webview are editable before moving query to Webview Only
One of the major uses of queries for folks who manage data is data monitoring and clean-up. Often this is not done through other tools like global change or import. It's done by pulling up a group of records that don't fit your org's entry rules v...58 Reviewed: Voting Open
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When linking a constituent (to a gift, an event, etc.), do not limit search results
When linking a constituent (to a gift, an event, etc.), search results are limited to 10 only. Our only option is to select one of those 10 records or create a new one. This is extremely limiting, especially for customers with large databases. If ... -
Freeze Constituent Name Column in Gift Batch Entry
In NXT Gift Batch Entry, it would help me greatly if you could freeze the "Constituent" name column, so that (similar to in excel), when you scroll to the right, and especially if you have many columns for data entry, then you can continuously see...1
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Show recent appeals in Batch Grid View
Now we have batch grid view we have lost the best thing about the old batch form view - being able to see the last three appeals a donor has received and being able to click on one to quickly code a gift. Please add this ability back to grid view ...3