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Analyse tab - Opportunities. 2 additions/changes
It would be idea if we could add in up to 2 user-defined fields to this tab. With the addition of canvasser name to the opportunities overview and the table, this analyse section would be much more useful. Also on the analyse tab, the dates sel...1
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Constituent records currently display an orange banner at the top when the prospect status is overdue - the number of days represents the total days in the status minus one, not the overdue days. Wouldn't it be great if this represented the actual overdue days?
Prospect research officers, major gift officers, philanthropy managers0
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Donor Retention Tool
We just migrated to RE:NXT and unfortunately my favorite RE Dashboard is not available in NXT. The dashboards available are really great for counting money and results for campaigns, however fundraising is more than counting dollars and gifts. The...0
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Option of entering an anniversary date of monthly giving that flags a thank you letter reminder.
I would like to be able to send a thank you letter to our donors at their one year anniversary date of monthly giving. It is frustrating and hard to keep every donor's date recorded manually in a separate calendar software. Would be nice if the pr...0
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User ID in Notes
In RE, you can hit F5 and the user's name and time/date of note is automatically entered. It would be handy if this info was automatically generated when starting a new note in NXT as not everyone remembers to insert their name and it is helpful t...0
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Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".0
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Ability to set custome timeframes for when automated emails send in workflows.
For example, if a workflow series is triggered, can we choose to have it only only send the emails M-F, 10-3pm (or another custom timeframe?)0
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NXT: Gmail Plug In: add new email address to a record
If a constituent emails you from an email you do not already have it just says it can't find the constituent. I would like to then be able to search the database, find the record, and add that email address in, then proceed to add the action. I sh...0
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Integration of Omatic with Raiser's Edge NXT
We utilize Omatic in conjunction with Raiser's Edge. It would be very helpful to choose a list out of Omatic's List Management as an option in NXT when using email in Marketing.0
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Default recurring gifts frequency
Currently all recurring gifts default to monthly. It would be good to set a business rule to default this to another frequency based on our business needs.0