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Include Country in Address Lines
Obviously we can tell when something is in the US, but it's not as simple for foreign countries, and if someone is handwriting a label or envelope from the Web View record, they will need to know the country.1 Already exists
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Configure location and color of alerts in RE NXT
It would be very helpful to be able to configure where an alert will appear on a record in Raiser's Edge NXT and the color of the box. It currently shows up in the upper right hand corner of the record which makes it easy for someone to miss or ig...0
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Appeal Dashboard tweaks needed
I'm loving the new features that allow us to analyze an Appeal in NXT. However, the gender and age demographic charts have a flaw that should be fixed - the Unknown Gender and Undetermined Age seem to be reflecting Organization records - there oug...0
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Campaign/Fund/Appeal SUMMARY
We REALLY need to see the same data analysis that is available in the database view, complete with the goal thermometer. We need to see the Average, Mean and Mode (with option to remove min and max gift). We NEED to be able to see both the NUMBER ...1
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Add comments to contributions/prospect management section in NXT
Most giving to other institutions is reported in ranges but RE7 traditional view (prospect tab) doesn't allow us to input ranges in the gift amount field so we record the minimum gift range in the amount and detail the full range in the "comments"...0
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Show Default Filter in Actions List
It's easy for users to get tripped up by the default Action Status filters in actions lists. Lists automatically include a filter selecting only "Past Due" or "Open" actions. That filter does not show in the listing of filters at the top of the li...0
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Add pop up list functionality on opportunity insights
At the moment, when you add a total insight that is pulling from opportunities (e.g expected amount), you cannot click on the total to see the back end data feeding into it as you can with a gift total. Please provide the same functionality for op...0
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JustGiving Integration - Exclude From Gift Aid Attribute
It would be great to be able to add the description of 'yes' to the attribute 'exclude from Gift Aid' that is added when gifts come from raisers Edge0
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Excluding Constituents from Workflow
Being able to exclude constituents from the Workflow would be very helpful. For example, we have a Workflow set up so first-time donors immediately get sent a Welcome Email. Two weeks later they will get the second Welcome Email and two weeks afte...0
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Ability to filter actions lists by "How did it go?" field.
I love the thumbs up/ thumbs down feature when an action is marked complete. It would be great to be able to filter action lists based on how things went. An officer could see a list of actions that didn't go well, therefore, taking steps to find ...0