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Unified View Events Module - add ability to filter by RSVP date
Adding the ability to filter by RSVP date, using a single chosen date or a date range, would enhances event management by making it easier to track and respond to participant engagement in real time. This would help event organizers track registra...2
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Code Tables Report for webview
Since Tables will only be accessible via webview and no longer by database view from October 2023, please make code table reports available (as a spreadsheet export if possible) in webview. This is particularly useful for maintaining the active an...22 Planned
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BB's webinars Nov 25 suggest that for online donation forms, e-receipts will be issued within the acknowledgement email, so could these receipts include whether the donor selected Yes to Gift Aid
In Online express donations, the e-receipt was included as a PDF in the email acknowledgement when the donation was made and within that e-receipt, it included information to show whether the donor had indicated whether Gift Aid could be claimed o...0
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Adding and editing custom fields for event participants in web view
We would like to be able to add and edit custom fields for event participants - currently we have to swap to db view to be able to do this. In todays PUB, it was mentioned that this isn't in the plan for unified view in 2026 but is something that ... -
Webview gift management, allow gifts to automatically apply to recurring gifts when approving batch, like in database view
We get a payroll file every two weeks, with donations made to our foundation. It has employee name, employee number, and gift fund ID and paycheck date. We use the database view optional feature "automatically apply gift to recurring gift and pled...1 Reviewed: Voting Open
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Add functionality in Query and Lists to allow for rolling date ranges
I'm trying to run a dynamic Query/List that will look at results from the a specific range of time that the time range rolls from day-to-day to continue to only look at that time frame. For example, I want results to show from the last 1 year/365 ...0 Reviewed: Voting Open
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Manage tribute names without creating a record for them
It would be ideal to keep track of tribute gift info as part of a donor's gift without the tribute name necessarily becoming a constituent. It would be nice if we had the option to click and add a tribute acknowledgement as a constituent, but the ...18 Reviewed: Voting Open
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Add ability to send email to non-constituent event participants
There needs to be an option to create an email list in online express from event queries. We do not want to make all event participants constituents in Raiser's Edge, but we need a way to be able to automatically email them event details and follo...17 Reviewed: Voting Open
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Constituent Window needed in Webview Gift Batch Entry
In DatabaseView, I depend on the Constituent window in Batch to ensure I am putting gifts on the Head of Household for consistency and reporting purposes. This would be great to have in Webview.3 Planned
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Ability to EDIT the PDF in Gift Receipting
It would be very helpful to be able to edit the PDF's in the RE NXT Gift Receipting page. Or to even have the ability to print out the email receipt or have a draft copy of the email receipt.26 Reviewed: Voting Open