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NXT Query - Allow users to use gift balance instead of gift amount in summary giving fields
When we pull our annual donor list in Database View, we pull summary giving, and in criteria under the "gift types" tab check the box to "use gift balance instead of gift amount." There does not appear to be a way to do this in NXT query, which le... -
Add industry/profession information to primary employment information in web view
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Deceased constituent - transfer donations as soft credits to a spouse
When a constituent passes away, it would be very helpful to have an option to make the spouse a constituent and soft credit all of the donations / gifts. Additionally, have the option to move the actions and notes to the spouse. Thanks for conside... -
Preserve relational exports for customized reporting
Database view currently allows Microsoft Access (.mdb) exports that preserve one-to-many relationships. We use these exports with SAP Crystal Reports to produce 82 customized parish progress reports at each month-end. Custom Dashboard Builder dash... -
Rename Relationship Records as "Non-constituent Records", or rename Relationships as "Links" or something similar
For team members that aren't constantly in Raiser's Edge NXT, they can get confused about the difference between a Relationship and a Relationship Record, and think that a Relationship Record is created when a Relationship is added between two Con... -
Have option to auto-merge Outlook emails with RE NXT constituent actions
Current process requires manually linking an Outlook email to a constituent record via the Add-on feature. It would save time and automate the process of linking if there were an option to auto-link. -
NXT Gift Adjustments when constituency codes have changed
I am so grateful for the addition of gift Adjustments in web view. There is a subset of gifts I am still unable to make adjustments on: individuals with changed constituencies. One example: as a school, we use separate constituencies for alumni pa... -
ability to only globally change the date from of a particular constituent code
currently, global change changes the date from for every constituent code on the record. please add the ability to only change a selected code's data from date. -
Volunteer jobs
It is currently showing as undecided on the feature roadmap. our organization heavily uses the jobs section for our foundation board engagement metrics. We need this feature available in webview by the sunset of dbv. -
Search ideas
These are all for NXT: Would be helpful if when you did a search for, say "Mary" and then the correct Mary comes up within that list, you could add and subtract columns you want to see. So for example, if I want to always see that constituent's ...
