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Ability to edit custom field category in webview
We need to edit the category in a custom field and have to go to the database to do this - why is there not an ability to edit this in webview? Instead, if I want to do it there I have to create a new custom field and then delete the old one inste...Reviewed: Voting Open
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Make Letter Code visible for all Acknowledgement statuses
Currently in web view Letter Code only appears if the status is Not Acknowledged or Acknowledged. We need it to be visible for Do Not Acknowledge as well. It's very useful to use it to indicate WHY a gift is Do Not Acknowledge (rather than burying...Reviewed: Voting Open
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NXT needs to be faster
NXT needs to be faster. Scrolling through a list of queries, waiting for query results, and waiting for standard reports to generate all take longer than in Database View. Please speed things up.Reviewed: Voting Open
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Retain FTP for scheduled Queries, Exports and Imports in Unified View
We currently use scheduled Queries, Exports and Imports through the Queue in database view. Our scheduled Exports save files directly to an FTP folder, and our scheduled Imports retrieve files from the FTP folder. This FTP functionality is importa... -
Let web view batch templates control how batches appear in database view
Problem: Approved gift batches created in web view do not use the same column template when opened in database view. Staff who still review or reconcile batches in database view have to hunt for the fields they need, which slows review and makes e... -
Improve Unsubscribe Message for Test Emails
When testing an email in Raiser's Edge NXT, clicking Unsubscribe may display a “Welcome Back” message, which can be confusing. Please change the test-mode messaging to clearly indicate that no subscription preferences have been changed. -
Add Maximum/Latest Gift Date aggregate option to Query
Please add an aggregate option in Query that allows users to retrieve the maximum Gift Date across all gift records as a single value. For example, a user should be able to request the equivalent of MAX(Gift Date) and receive one date representing...Reviewed: Voting Open
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Add Standing Order as a payment method
We rely on this field to differentiate those who pay by Direct Debit and those who pay by Standing Order. The fields in NXT need to match database view.Reviewed: Voting Open
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Add Constituent Address to Work With Participants Constituent Summary Field
When viewing a list of participants in Work With Participants the constituent summary field does not include their Address. This would be useful to be able to see their address and not require creating a constituent list instead that shows the add...Reviewed: Voting Open
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automatically generate transactions/payments in batch
We currently use the "automatically generate transactions/payments" function in Database view in batch. This is for constituents where we've set up a recurring gift on their record, but the payment side of it is handled by a third party platform (...Reviewed: Voting Open
