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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
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Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 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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enable one off letters using templates in Action and Gift
No description provided0
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Need copies of AI Acknowledgements Emailed
For audit purposes, we need copies of the full email template and letter sent to donors. Or create a BCC so we can automatically get copies of the letter sent to our emails as well.0
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adding the ability to see the general folder for gift batches in NXT not only web batches
I not only use web batches but also create batches from mail ins in my general folder but it is not available in NXT, why? We are not only creating web batches but also other types and would love to have all in one place.1
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Ability to customize function / short cut keys for repetitive data entry phrases
It is helpful when there is a phrase or text that is entered frequently in comment fields to be able to create a custom short cut. At this time I'm cutting and pasting between Word and RE. It would be much more efficient to hit a function key or a...0
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Enable PaperSave document count or check mark on RE NXT tiles
With all RE NXT tiles/panes, there is either a check mark or a count to indicate the presence of data or records within the tile/pane. We would like the same treatment to be made to the PaperSave tile/pane. This way, our users will know to expand ...0 Reviewed: Voting Open
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Need to keep Query List or find a way to merge more than two queries at a time.
We have many instances when we need to merge more than one query together to get the approriate data in an export. If Query list is not kept, we need to use Merge Query to combine two queries to make a new query and then use that query to add anot...1 Reviewed: Voting Open
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Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely di...6 Reviewed: Voting Open