-
Please change the major and minor in web view from a dropdown to a searchable field
Please change the major and minor from a dropdown to a searchable field so data entry folks can search for partial majors or minors when adding or updating education information in the web view. We have tons of majors and minors (yes, cleaning up ...Reviewed: Voting Open
-
Add Multiple Appeals to One Fund on NXT Donation Form
We'd like to create a donation form with ONE fund and allow our donors to select from a list of appeals attached to that one fund. Is there anyways to make this happen? I see on on the NXT donation form we can choose several funds but only one app...Reviewed: Voting Open
-
Make days in prospect & opportunity stage available in lists
Hugely useful data is being collected in NXT on the dates that prospects and opportunities are changing stage. However this data is not being used as we can't access in in NXT webview or DB view. So please could you add a column/filter field in co...Reviewed: Voting Open
-
Appeal - add Financial Edge G/L integration to Expenses Tile
The integration between Financial Edge Accounts Payable and Raiser's Edge NXT is missing entirely from the RE Appeal Expenses tile. This functionality that exists in database view, allows me to open the appeal in Raiser's Edge, navigate to the att... -
Query output not exporting online presence fields
Query output shows specific phones (where we list online presence) but when asking it to export, no information is exporting even though it's in the record. The query available fields do not match the webview titles. -
Ask before creating a new record when approving online gifts
Currently, when the online giving form does not recognize a donor as an existing constituent record, it assumes that it is a new donor and creates a new record before the batch is even approved. This FREQUENTLY results in duplicates being created ...Already exists
-
Including a column option in Actions to show that there is an attachment
When doing an action list at this stage there are no filters or column options to show if there are attachments on the action. These can only be viewed by checking the action inside the constituent record.Reviewed: Voting Open
-
Automatically add assigned solicitor/fundraiser as gift solicitor
If a constituent has a current solicitor/fundraiser relationship (i.e. no "date to" filled in), there should be a setting to automatically add the solicitor to every new gift from that constituent. This is currently only kind of possible during ba...Reviewed: Voting Open
-
Admin control of a max pledge amount (with customized error message)
in the new pledge functionality, and admin setting that would allow for a cap on the total dollar amount of a pledge that someone could submit online with a customized error. specifically with the goal of prompting a conversation for large pledges...Reviewed: Voting Open
-
Ability to soft credit opportunities or to add to multiple constituents records
i.e. spouse/multiple trustees of a trustReviewed: Voting Open
