-
Add Appeal to Opportunity Details
It would be great to be able to select the correct appeal when adding an Opportunity. Campaign and Fund are helpful but not as specific in our usage as Appeal for identifying the correct coding of the incoming funds.0
-
Customize NXT View by User Type
Frontline staff and operations/advancement services staff use NXT in different ways, and confusion can result when frontline staff see (for example) status and action types that are not applicable to them. As database admins, we'd like to be able ...0
-
Ability to have Security options to the Email Settings
We have 15 schools using the same instance of Raiser's Edge. We need to keep the Email Settings locked into the "parent" organization name. We need to prevent the individual schools from changing the main settings which appear at the bottom of all...0
-
Add Recurring Gift Pledge Payment as a gift type
I am struggling to make pledge payments from a recurring credit card gift. If you can't use a recurring CC for a pledge, make a category in gift type specifically for these type of payments0
-
Referral visits summary export all pages in one file
Right now you have to export each page of Referral visits summary to a CSV one at a time (20 records each). That is inefficient. It should be easy to make it so that you can export them all in one file.0
-
Query fields - Ratings
Everything in a constituent record should be available to pull in a query. I cannot pull the NXT ratings that are on constituent records into a query. Anything under Ratings should be available to pull into a query0
-
"Are you sure?" Question before cancelling an action
Add an "Are you sure?" question before an action is cancelled. Too many times I have had an action perfectly setup in NXT and ready to copy to 20 other records and I am just slightly over the cancel button rather than save and it cancels automatic...0
-
I'd love to customize my home page with the "Needs Attention" box from the Gift management tab front and center.
It's one of the first things I check daily, and throughout the day. And so important to catch right away for recurring gifts and pledges. Thank you!0
-
Integrate RENXT Queries as Sources for Building Insights
Integrating query with the insight builder would be a game changer by providing greater control over the data included as well as making the insight builder more of a BI experience. Ideally this integration would manifest as the ability to use a q...0
-
Email recipients of scheduled reports when complete
We are using scheduled reports - and I (as the creator) are getting email notification that the report had been sent. However the recipients are not getting an email - basically directing them to log into RE to see the report, or giving them a lin...0