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Show named guests in Online Data Review for event guests
It's great that we can now review event registrants with the online data review, but it would be even better if the guest names entered by the registrant were also included in the online data review. We just started using event registrations and a...Reviewed: Voting Open
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Gift Constituent Code in Gift Detail & Summary Reports
In Database View - many of my Gift Detail & Summary Reports are based on "Gift Constituent Code" in Format/Detail. This allows us to track (for example) that an Alum directed a gift that was hard credited to a DAF record (and soft credited to ... -
Email History
After each email blast is sent through RE NXT, Need the ability to have an email history in Query to be able to remove those emails that are hard bounce either in NXT or RE Database view export and import. this is so time consuming to do this manu...Reviewed: Voting Open
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DEFAULTS
Allow us to create DEFAULTS to allow for speedier adding of repeated constituent details - Load constituent from (Default blah blah)Reviewed: Voting Open
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Delete Constituent Form Spam Entries
Currently the Constituent forms treat all submissions as valid, passing them to the review tool, at which time the user is given limited options to create a new constituent record or choose an existing record to link/update. Because the forms are ... -
Opportunities should be records
Make Opportunities/Proposals a record type, like Constituents, Gifts, Actions, etc. We need it to be easier to export specific opportunities/proposals for constituents in our exported lists. We cannot refine the output on Opportunities the same wa...Reviewed: Voting Open
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When applying a gift to a pledge in NXT- allow a cash gift for remainder as it works in RE
We frequently have donors cover fees but I cannot use the pledge application because the gift amount is now more than the pledge becuase of the fees. Please create the 'cash gift for remainder' option like it is in database view.Planned
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Ability to identify copied actions
We use action counts as metrics for our gift officers, and we want to be able to avoid double-counting toward their goals. For example, if the gift officer meets with two individuals in a single meeting, the meeting should only count as one action...Reviewed: Voting Open
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Be notified when a constituent is deceased when in NXT Gift batch
there should be a notification when a constituent is deceased when entering a gift in NXT gift batch -
Add addressee/salutation in RE NXT
Would like the ability to manage and maintain Addressees and Salutations directly within Raiser's Edge NXT Web View. Currently, these fields can only be configured through Database View. With the planned transition toward a fully web-based experie...
