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RE NXT and Outlook plugin improvement
In this scenario, our ultimate goal is to ensure that an Individual’s name and their company show up as options when we track an action in RE NXT. In regards to tracking actions in Raiser’s Edge, the barriers for our team specifically are that th...0
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The last scheduled payment date for a recurring gift should be available in NXT.
When a recurring gift is has a scheduled end date, that scheduled end date is available in the database view. Our gift officers are finding it frustrating that it is not available in the web view of NXT. The start date is available, the latest pay...0
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Pull class year out to be searchable
I would love to be able to have class year a field I can search on when running lists. Currently it is embedded in the education field or placed next to name.0
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Make Educational Relationships Easier to Input
Creating the option to import many schools in the Schools Tables (within Configuration) would be incredibly helpful. Personally, I'd prefer to have the option to not have a drop-down menu, but if it's absolutely necessary, it'd be great if I didn'...0
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Committed but Not Paid in Giving Summary Should Apply to Soft Credited Constituents
Currently, if a constituent is soft credited for a pledge that hasn't been paid, their "Committed but Not Paid" section reads as $0, which is not an accurate summary, especially for spouses. If we're on a call with a non-Head of Household spouse, ...1
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Be able to merge email/phone info without transferring all contact info
Currently, it's all or nothing when merging contact info in NXT. If your source record and target record have the same address, but only the source has the email/phone info, you have to merge everything. You then have to do clean up on the target ...0
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Rename "Proposals" to "Fundraising Opportunities"
"Proposals" in fundraising are written solicitations asking for a gift. That's not the intent of this function in RE, which can be used long before any proposal is written and often no proposal is ever written. It just confuses fundraisers who thi...5
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Member ID merge field for RE NXT Emails
Our members use their ID numbers for access to events and other benefits through our website. We'd love to be able to include their Member ID in the NXT emails.0
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Insight Designer should be a base part of WebView
Insight Designer is a prettier version of the report function in database view. It should be a base part of the subscription with the web view.0
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Make "email confirmation" button stand out from other fields
It's small but helpful: please design the "email confirmation" button in a way that it doesn't look like a text field. Perhaps shaded grey, a thicker line, or drop shadow? I spend way too much time looking for where to find this feature.0