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Add "Create a list" function in the unassigned tab
Please add a "Create list" function to the unassigned tab, as I sometimes end up working there to filter lists of constituents. Right now the only way to create a list from that tab is to either duplicate the work, which I don't really want to do,...1 Reviewed: Voting Open
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Automatically email fundraiswers when gifts are added to assigned constituents.
have the ability to automatically email a fundraiser when a gift is added to a constituent that is assigned to said fundraiser. Ex...anytime a gift is added to a constituent that a fundraiser is assigned to, the respective fundraiser receives an e...1 Reviewed: Voting Open
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allow for multiple email types when sending emails
when a consituent has multiple emails, some identified as primary, some as email and some as email20 Reviewed: Voting Open
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make replacement receipts available in NXT
if we are to move from database to NXT for gift receipting, we will need the function of replacement (reprint) receipts to be available0 Reviewed: Voting Open
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Add an oganization's individual relationship's attributes to NXT
Organizations can have more than one primary contact. Ask any event person at a nonprofit who does a sporting event and a non-sporting event. We have been using an organization's individual attributes to determine what kind of primary contact one ...0 Reviewed: Voting Open
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Create Folders for NXT Emails
We are starting to send a lot of different emails through NXT, including events, appeals, stewardship workflows, etc. It would be nice to have categories/folders to organize the emails.0 Reviewed: Voting Open
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Duplicate non constituent management
Allow for detection of dup non constituent records and the ability to merge them in RENXT. A bonus would be to select multiple from a list to merged together or w/ a constituent record/1 Reviewed: Voting Open
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Create a way to report on donors by giving level in NXT
It is helpful to be able to analyze and report on donors by giving level. We would like to be able to create custom dashboards that include this information (think annual fund support by donor level, etc). There is no way to do this currently. Ide...1 Reviewed: Voting Open
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Add date added and notes to solicit code entry
It would be very helpful when adding a solicit code to a constituent in the Bio 1 tab if we could also indicate the date added and a note as to why it was added. We like to periodically revisit some "do not xxxx" and need to be able to see when th...2 Reviewed: Voting Open
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Reporting between RE and Merchant Services
Currently, we are able to pull a disbursement report from Merchant Services (MS) but it does not contain the constituent name and/or ID or the campaign/fund from Raiser’s Edge (RE). Inversely, we can pull a report/query out of RE by gift date, but...0 Reviewed: Voting Open