-
Add the Prospect fields to the Spouse folder in query
Enhance the spouse query folder by adding the Prospect fields. This change would eliminate the need to conduct a series of complex Excel exercises to identify records that require repairs to improve data quality (to fix issues related to trying to...0
-
Constituents list - Build list to include filter based on status "Past Due"
It would be great to be able to build a exportable list based on the past due status that also displays the number of past due days so that we could perform analysis on the DO performance as well as keep up with the portfolios.0
-
Action List - Allow list by "Past Due"
It would be great if we were able to create an exportable actions list (includes constituent IDs) that can be created by status = "Past Due" and contains the amount of days/time past due. This would be beneficial for the MGO to view those constitu... -
Make Tags Hyperlink to The Specific Action
Would it be possible to have the tags on records in the Work Center hyperlink to the action (recent gift, event registration, etc.) that triggered the tag? That way our DOs can see immediately what the change is and determine how best to address it.1
-
One Click link for Bounced Back Emails
Can a live link be put on screen for emails that are bounced back, similar to link for the opt outs? It would be a one click, then to get to the donor record and update, instead of having to go into the record from email - long delay with this. Op...0
-
When we can enter MGs in NXT, please allow both MGs with pledges, and MGs WITHOUT a pledge
We very frequently receive the gift and matching gift at the same time, and the necessity of ALSO adding an MG pledge is often a nightmare.0
-
Allow upload of attachments via web form
It would be great to allow constituents to add attachments to their records via a web form. For example, our volunteers all fill out a volunteer agreement and sometimes other forms. We would love it if they could use a web form to upload these doc...0
-
French side for RE NXT email
Moving from Luminate emails to Re NXT emails I don't see the option to have a French option that can bring the donor when they click French to the French part of the email. In Luminate we had access to the HTML and I was able to have that French w...0 Reviewed: Voting Open
-
Add the Purpose field to Actions in NXT.
I would like to be able to use the Purpose field to tag actions specific to certain appeals etc. There is a way to do that through Opportunities, but adding actions there is cumbersome.0
-
a direct link to the user's own constituent record in the database view that could display on the NXT user's web view homepage
I think it would be a good idea to create a link on a constituent's profile in Raiser's Edge NXT to their constituent record in he Rasier's Edge system. For instance, if I am under Jane Doe's NXT profile I could click on a hyperlink that is on her...1