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Allow a way to review and approve updates on EXISTING constituents who submit an Online Constituent Form, rather than adding a record for the submitter.
Would be great if this worked like Online Express, to obtain updated information on existing constituents.Already exists
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Make Cardholder Name a viewable field in web view gift records
The Finance/ Accounting team of our organization requires this when reporting out gift record information from Raiser's Edge. Currently, this is a viewable field in database view but not in web view. We use Data/ Luminate Online and Gifts/ Gift Ba...Reviewed: Voting Open
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Allow Descriptions for Giving Levels on Optimized Donation Forms
I would like the ability to add a short, customizable description beneath each giving level on an optimized donation form. Currently, organizations can present suggested donation amounts, but donors may not understand what each amount could accomp...Reviewed: Voting Open
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Add YTD and Average Annual giving to the giving tile
If the giving tile is meant to be a snapshot of the donors giving for fundraisers to glance at, it's not giving enough information. I'd like to see a YTD giving (that's editable for annual/fiscal depending on your org) and the donors average givin... -
Webview gift management, allow gifts to automatically apply to recurring gifts when approving batch, like in database view
We get a payroll file every two weeks, with donations made to our foundation. It has employee name, employee number, and gift fund ID and paycheck date. We use the database view optional feature "automatically apply gift to recurring gift and pled...Reviewed: Voting Open
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Add the import function to web view (NXT)
At our school we use the import function pretty regularly and would love to see it added to the web view. We use it for adding mass solicit codes and ask amounts to constituents.Planned
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Automatically apply gift to recurring payments for checks
We have a payroll file every two weeks. Currently I use the feature to automatically apply to recurring gifts in Raiser's Edge database view batches. I can no longer do that in RE NXT. In fact, there isn't an option for any recurring gift batch ot...Reviewed: Voting Open
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Assign Opportunities to Multiple Gifts in Batch
Currently, when gifts are processed in Raiser's Edge NXT, associating each gift to its corresponding Opportunity often requires manual, one-by-one assignment.Introduce a batch-level functionality that allows users to assign an Opportunity (or matc...Reviewed: Voting Open
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Constituent Actions - Load defaults Values
Add functionality to populate required fields with a default value . We rely on this to quickly enter Actions and pre-populate notes. Assign constituent codes, preferred address, and salutations when creating a new record. Gifts auto-populate th... -
Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...Planned
