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Ability to rearrange participant options without having to save one at a time
If we’ve created a long list of participant options and need to rearrange them, we can currently only move and save one change at a time. For long lists, manually updating and saving each change individually is very time-consuming. It would be ide...0 Reviewed: Voting Open
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Web View Search Bar Functionality needs to be as Robust as Database View Search Bar Functionality
Sometimes to find a donor in RE, you need to search for them via their address line 1, their city, their email, and/or their phone number. This can be easily done via Open a Constituent / Search in database view but not currently via the search ba...1 Reviewed: Voting Open
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Gift Batch Web View Features: Pledges, Opportunities, Tributes
I'd really like to see the ability to apply gifts to pledges and opportunities in Web View, especially when it comes to gift processing. During high volume times of year processing gifts as a batch saves a lot of time vs. entering all gifts in man...1 Reviewed: Voting Open
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Assigned appeal tab needs to be editable in webview (as it is in database view)
We use the assigned appeal tab in database view for tracking. This same tab appears in webview (listed just as "appeals") but is not editable. Please make it possible for that tab to be editable in webview.2 Reviewed: Voting Open
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Carry over to webview existing business rules from Database View
We have many business rules set up. One of the most important ones is that when I mark a constituent deceased, a record is created for the spouse and all gifts are then soft credited to the new spouse record.1 Reviewed: Voting Open
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Text message and Email notifications for action reminders
I had one of my gift officers ask me whether NXT will be able to send him text message or email notifications of upcoming or past due actions. Similarly, I wonder if there could be a way to integrate calendars so that actions could be added to Out...15 Reviewed: Voting Open
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Expose the IDs of object, specifically Custom Field
When connecting Raiser's Edge with Apps like Power Automate you need the ID of objects to effectively work with them. It would be so much easier if you could actually access the ID of a custom field and put it in the output of a query. Right now y...0
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When BB builds business rules in the web view, admins need to be a group to apply user defined rules to.
This idea presents a larger opportunity for improvement beyond simply migrating business rules to the web view. Regarding custom rules, I would like to have the ability to apply them to selected security groups, similar to the functionality in the...2 Reviewed: Voting Open
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Link to web view record on database view record
It would be helpful for folks in database view to be able to click a direct link to the record in web view so we can easily update/reference things that are not in database view (such as adding the profile picture or looking at the email history)....13 Reviewed: Voting Open
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RSVP decline for event
When someone declines an event in NXT, they get a confirmation for the event. Offer another email for the decline.0 Reviewed: Voting Open