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From a Raiser's Edge Donation Form, Have an Assigned Template *and Default Values* in the Grid in Batch Entry Screen in Web View
We are trying to make our gift processing and also letters & receipting as automatic/efficient as possible. I understand that there are plans to be able to mass update an entire column of values in the grid in the batch entry in grid view. Thi...0
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Action with Inactive Fundraiser/Campaign/Fund
When adding an action in web/unified view, the search fields for Assign To (Fundraiser), Campaign, and Fund only pulls from active records for each of those types. There is no "include inactive" option like there is in db view. While most actions ...0
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Time Sheet Batch Entry
Need to have replacement for time sheet batch entry of hours/value/job in NXT.0 Reviewed: Voting Open
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Archive for Raisers Edge Marketing emails
need a way to share old emails with constituents0
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Campaign, Fund, and Appeal ID appear in Batch Entry
We need to have where we can see either the ID's to these or the full name, just like in Database. It should also be Used preference. I don't like seeing the whole name to these fields when entering my gift. I would rather see just their ID.0 Reviewed: Voting Open
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Ability to Select the Correct Tribute When Multiple Tributes Exist on a Constituent Record When Processing Online Gifts
Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing) Description: When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record...5 Reviewed: Voting Open
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Add Check Types to new NXT Batch
Right now there is only the option of Check in the new grid batch that defaults to Personal Check in the record but we process a lot of Business checks. We would like to keep those separate and accurate for reporting.2 Reviewed: Voting Open
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Put name of cardholder on each transaction for automated recurring gifts and not "no name"
Once a recurring gift has been automated and amended, the "cardholder name" shows up on the transaction list in Merchant Services as "No Name." There should be an option to enter the cardholder name when amending a recurring automated gift.0
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Include Current relationship manager in output in Query / Export
When pulling queries / exports, it would be great to include 'Current fundraiser' in the output. When I query on/Export a query of constituents, there is no way to distinguish between relationship managers which have been closed off (generally for...0 Reviewed: Voting Open
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Batch Grid defaults
Please allow batch grid fields to support default values so information can automatically populate during entry. Also, when an appeal is defaulted to a fund, that appeal information does not pull into the batch grid. This requires additional time ...3