-
Gift Date Filter on Constituent List to include Greater Than or Equal to/ Less Than or Equal to
I need a list of donors who have given a gift from a certain date but with no end date. Ongoing. I do not want a query due to duplicate output. I need a Greater than or equal to function. -
Ability to edit constituent gift from individual to organizations
In the web view, you are able to edit the constituent a gift record appears under only between individuals or organizations. It would be very helpful to also be able to edit a gift from an individual record to an organization record, or vice versa...Planned
-
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
-
Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.Reviewed: Voting Open
-
We Need More Customization/Filters for Tax Statements in NXT
The ability to send annual tax statements via email in NXT is an excellent and highly valuable feature. However, the current limitations around filtering and customization make it difficult — and in some cases impossible — for organizations with c...Reviewed: Voting Open
-
NXT Email Marketing should show reasons (hard/soft) for bounces
If there's a hard bounce - we should know that information so we can clean up our records! Different from a soft bounce. This is pretty basic for email.Reviewed: Voting Open
-
Ability to filter NXT lists with options 'is blank' or 'is not blank'
No description providedReviewed: Voting Open
-
Include Split Amounts in NXT Analyze Gift Lists
In database view, if you run a Gift Detail and Summary report and filter on Campaigns, Appeals, or Funds the Gift Detail and Summary report automatically calculates the correct split amount based on the filters used. In NXT Analyze, if you filter ...Reviewed: Voting Open
-
Add an Event filter to Constituent Lists
As I've had a bit of opportunity to poke around in the RE NXT sandbox, I've realized it would be very helpful to be able to see and filter event information in the same way we can view gifts, proposals, actions, etc. Is there any plan to add an "E...Reviewed: Voting Open
-
Allow a Soft Credit to be added in Web view after a gift is saved in the system.
I missed adding a soft credit when entering a gift and was not able to add this subsequently. I feel this is a common issue that many might have. So I feel this will be beneficial if the system can allow us to "Edit" the gift after is entered and ...Planned
