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Organizational Sort Key
In database view, we can optionally add what has been referred to for years the sort key to an organizational record. You add the sort key before the word in the org name you want to have it sorted by in the place of the space. So Bill & Melin...Reviewed: Voting Open
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When Giving Statements Fail, allow a way to either generate PDF statements for all or create a query of those that failed
When multiple emailed Giving Statements fail, you can generate a PDF for those but ONLY one at a time and it always creates it in a ZIP file which adds extra steps to simply print the PDF. This is aggravating and time consuming when you have a dec...Reviewed: Voting Open
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Add an eReceipt merge field to the Donation form designer so the donor can link to their eReceipt like they currently can in Online Express
While designing Donation forms in Raiser's Edge NXT, there is no merge field available for eReceipt link.Reviewed: Voting Open
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Access to previous user's NXT lists after they no longer work at the institution.
The person who had my position prior to me was using lists in NXT and unless they are marked as sharable, I can't see them or access them. There should be a way that a user with supervisor rights can access those when an old user is inactivated.Reviewed: Voting Open
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Ability to search by using Gift ID in the Records Section of RE
The Problem: In order to find a specific gift using their gift Id you have to set up a whole query to find it Solution: Just like you can search using constituent id in the constituent tab RE should be able to search by gift Id in the gift section...Reviewed: Voting Open
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Preserve Giving Statement PDFs
Giving Statements pdfs were deleted in NXT when I deleted the query in the database the pdfs were based off of. The database query was the NXT list used in generating the giving statements.Reviewed: Voting Open
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In NXT Database View or Webview, ability to report on records with more than one membership with the same program
Part of the cleanup process that is cumbersome is that we cannot isolate records with 2 or more memberships with the same program. It would be great if we could also limit the number of times you can have that program as a membership. (eg there sh...Reviewed: Voting Open
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Action List view sorted by person who creates the action in NXT
It would be great to have the function to sort by who enters the action in addition to who it is assigned to. As a prospect researcher, this would help me support our fundraising efforts by easily sending out reminders for outstanding actions to t...Reviewed: Voting Open
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Bulk Merge Duplicates in NXT
It would be super helpful to be able to bulk merge duplicates in NXT. Just click a button that says what you are merging in the records and then it does it for all of them. It would also be great to mass tag them as something to easily identify a ...Reviewed: Voting Open
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Add giving by state or region to Analyze
Our CEO used a Demographic and Statistical Report in RE7 to easily pull giving by state. We have a national presence and the board wants to see how we are doing in each state or region. We often have to report on state-by-state giving for grants a...Reviewed: Voting Open