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Add the option of choosing more than one email address type when using RE NXT Marketing, Email. This would save the time of sending the email a second time and choosing another email address type.
No description providedReviewed: Voting Open
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Web view - Constituent List summary and location filters should account for Seasonal Addresses
Web view: Lists with Constituents in summary form currently reflect ONLY Primary Address and not a possible currently effective seasonal address. Location filters are ALL based on "primary address" and should include active seasonal addresses. The...Reviewed: Voting Open
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Conditional option for addressee and salutation merge fields in email marketing
We like to personalize emails, but currently in email marketing we can only select one name field. It would be helpful to have a conditional merge option (if/then statement) so that if a constituent doesn't have the preferred name (nickname field)...Reviewed: Voting Open
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Please replace "This Year" and "Last Year" with This /Last "Fiscal Year" and "Calendar Year" to NXT Dashboard filter
Please add Fiscal Year and Calendar Year to NXT Report Builder Dashboard. Currently, the only option to be certain the dashboard is filtering on the correct "Year" is to set a specific range but then that does not update year after year. Please ch...Reviewed: Voting Open
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Allow custom fields to be updated in donor portals
It would be great to allow specific custom fields to show in the donor portal based on constituent code security so that people can do things like opt into email lists, etc.Reviewed: Voting Open
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Presence of 'and' in first name field to raise duplicate score
A couple of duplicates have snuck through recently where an existing donor has given via a webform and given both their and their spouse's first names e.g "Pauline and Norman" entered as first name. Despite a partial match on the first name, and m...Reviewed: Voting Open
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Allow Sorting in Batch
We would like to be able to sort by Name, Gift amount or any other field, while viewing gifts processed via NXT, within Batch. Similar to Lists by clicking on the header field.Reviewed: Voting Open
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Automatic email to a solicitor, notifying them when a gift is received from a prospect in their portfolio.
We would be very interested in a way for Raiser's Edge NXT to automatically email a solicitor, notifying them that a gift was made by someone in their portfolio. Right now, we rely on a query that is exported to Excel and we then send solicitors a...Reviewed: Voting Open
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Query on Name One of needs to have the capacity to use First Name Surname (without middle name)
When I need to search my entire database for name matches (eg Honours list - 1200+ names) it does not bring up matches when my constituent has a middle name recorded as there is no function to use just first name, Surname - this seems an obvious f...Reviewed: Voting Open
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Full incorporation of Fund, Campaign and Appeal attributes into lists and reports
Incorporation of fund, campaign and appeal type & category fields has already been suggested and would be a big help. Please also include attributes as filter options for gift lists and as filter/display options for dashboard insights.Reviewed: Voting Open