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We need to limit access to the ''Mark As'' options in webview
We need to be able to limit access to the "Mark As" Options in WebView (e.g. Mark as>deceased, no valid address, requests no email) We would like to request more granular security controls for the "Mark As" options available in Raiser's Edge NX... -
Make all Database Fields Accessible To Queries, Exports, Gift Lists, and Dashboards (Including Insights)
I am encountering problems when creating Dashboards, Gift Lists, and Queries because there fields(s) that I need to filter on / display is not accessible to me (i.e. <Date Added> Gift Field). I have recently started utilizing RENXT Web View ...Reviewed: Voting Open
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Constituent record view: Offer two options
After the tabbed constituent record view is released, please give each user the option to switch between the new tabbed view and the current tile-based view as a permanent feature. Two things are true: Super users and those who do a lot of data ... -
Ability to reverse soft/hard credits
One of the features I miss from another database software is the ability to reverse the hard and soft credit constituents on a gift - the other crm had a single button that would switch them. This would also help with consolidating spouse gifts on... -
Ability to View Assigned Fundraiser Dates in Constituent Lists
Our organization would like the ability to view Assigned Fundraiser Start Dates and End Dates directly within Constituent Lists in Raiser's Edge NXT. -
Make it possible to delete gifts which were entered incorrectly even if "receipted" was selected.
I had entered a gift type incorrectly, can't change it, can't delete the gift because I had selected that it was receipted. Ridiculous I can't clean this up based on making a mistake with one single category when entering data. The fact you cannot...Reviewed: Voting Open
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Add Advanced Search Functionality in Webview (Similar to Database View)
It would be extremely beneficial to enhance the search functionality in Webview by adding an "Advanced Search" option, similar to what’s available in the Database View. Currently, the Webview search is quite limited and often returns partial or ov...Reviewed: Voting Open
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Bring Fund Annotations to Web View
Currently, our organization utilizes annotations on both Constituent and Fund records in the database view substantially. We store critical information that users MUST know when they open a record, and we check the "display automatically" box so t... -
Lists: please add advanced search for saved lists and static queries
It is difficult to search for lists and queries in the lists area due to the number of lists and queries and limited search options. Please offer advanced searches in the following list features: List search found in: Open a saved list/Add a lis... -
Add ability to link event participant guests to their constituent records
In addition to linking event registrants in Online Data Review in Web View it would also be great if we could link their guests to constituent records. This helps ensure all will have a name tag.Already exists
