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Hide Prospect information in Raiser’s Edge NXT Lists for users who have not been granted access to the Prospect module in the database view
Security by group in Database View can be configured to allow users to not be able to view Prospect information on constituents. However, Lists in Web View display this by default and apparently there's no way to control this. This means that if w...Reviewed: Voting Open
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Database view homepage favorites transition
I am not sure where this may fall in the migration to TWS but the favorites on homepage that are bookmarked will those be available in the future in webview? If not is there an easy way to re-create the bookmarked favorites?Reviewed: Voting Open
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Color code different types of gifts in NXT.
Just like in the database view, allow gift types to be color coded in NXT. I like to look at all gifts for a constituent and being able to separate a planned gift from a pledge from a donation using different colors would be useful.Reviewed: Voting Open
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Change date format in webview donation forms to UK format for UK users
It would be useful for UK users to be able to have the UK date format on the webview donation forms, ie. DD/MM/YYY.Already exists
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Enable NXT Email to support PDF attachments
Seems like a basic function to have. We can add a link to the template which directs to a PDF on another platform, but would love the ability to simply attach a PDF directly with the email. Please review if possible for future release. Thank you.Reviewed: Voting Open
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Add ability to mark opportunity as inactive
When our fundraiser starts a new opportunity with a donor, they need to mark the previous opportunity as inactive. I don't see that as an option in RE NXT.Reviewed: Voting Open
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tribute duplicates in Gift Batch Entry
In the gift batch entry, the tribute field populate but automatically RENXT creates a record even though some names already exist in our database. It causes confusion and lots of duplicate records for tributes. I hope NXT can match it correctly wi...Reviewed: Voting Open
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Add ability to specify a fund for each event fee
The ability to add more than one fund to an event would help us actually utilize the event registration forms (in either BBNC or NXT) for event registrations. We have multiple funds associated with events and different levels of participation. We ...Reviewed: Voting Open
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Adding Letter Code to Lists
This will be crucial, I believe, to automating work flows for individual TY lettersReviewed: Voting Open
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Establish Filters for Receipt Series to Generate Audit Document - Canada, Tax Receipts
Add filters to the list of receipts under Gift Receipting - Receipt Series. If we need to produce an audit document for any gift receipted, there is no way to filter to the one we're looking for. Using the pagination at the bottom is slow and tedi...Reviewed: Voting Open