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Security: Manage Users Ability To See Other Actions on Analyze Tab
Please create a way (similar to the "change fundraiser" drop-down in workplace) that allows us to limit the view of other team member actions. Right now our users either see the actions tab and can see all of our users or actions or we have to rem...0
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Include Just Giving URL on the Batch review in NXT
We have to change to the appeal depending on fundraising purpose, it would be helpful to be able to see more of the gift detail under edit gift such as the page url so we can change the appeal at approve rather than having to query and global chan...0
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Be able to include future dated campaigns, appeals, and funds
We set up options in the database ahead of time! Why couldn't I add a new campaign to my JustGiving specific campaign default today? Because it doesn't start until next month. That's just ridiculous. We need to be able to build things ahead of tim...0
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Include Action Summary Line when adding an action to Google Calendar
When we add an action to our Google Calendar, it does not include the Summary Line. Our team uses this line for future actions to remind themselves of what they should be doing, and then using the notes section to describe in further detail the ou...0
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Email Compatibility with Office 365
Currently our office uses Office 365 and we cannot create an email by clicking on the email address in RE and make an action via that email using Raiser's Edge. It was able to do this with earlier Office versions.0
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The lifecycle status insight needs flexibility on how this displays depending on the fundraiser selected
Currently if you are viewing life cycle status and use a fundraiser filter, it will only display the status based on if that fundraiser was assigned on the last gift. This is useless because of DO turnover and the fact that we have voluteers solic...0
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Additional Dashboard (Analytics>Report Builder) Permission Settings
We currently use the customizable dashboards in Analytics>Report Builder. They are fantastic! However, there are only two permissions which is to give everyone access to edit and view or only allow some people. My suggestion is if we can add on...0
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Report Option to Show Constituent Code for the Donor at Time of Gift
I'd like to run a report comparing giving by constituency codes over time (comparing all "parent" giving year to year). It would be very helpful to have the option to view a report showing constituent codes at the time the gift was made, rather th...1
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New Global Name Format Setting: Provide Constituent ID Option
The new global setting for constituent name formats is an improvement on the previous, but it would be greatly improved for my team if we could force the constituent ID to appear, perhaps in parentheses. The ID is really hard to find on the consti...1
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Ability to Restrict Access to Constituent Attributes in NXT Lists
We have people that need access to constituent contact information in NXT, but we want to limit their access to any gift information. Some gift information (asking amount, etc.) are entered as constituents attributes. In RE we can restrict their a...0