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Global change for "class of" in relationships
I appreciate the Global Change feature on DBV very much, especially when a mistake is caught after a round of entry. We realized recently that all of our incoming freshmen, the class of 2030, were entered as just class of "30" and that the system ... -
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
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Ability to filter NXT lists with options 'is blank' or 'is not blank'
No description providedReviewed: Voting Open
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Gift List in RE NXT should include the column for Assigned Solicitor
We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gi...Planned
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Ability to add permission to run for specific users instead of "All users can run this query"
I'd like to share a Dynamic Query report with gift officers that only the Ops team and the specific gift officer can access. There is no option to share a dynamic report with specific users. All of the easily shared reports are static while buildi... -
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
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RSVP decline for event
When someone declines an event in NXT, they get a confirmation for the event. Offer another email for the decline.Reviewed: Voting Open
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Allow the creation of ONE tax receipt in NXT for recurring gifts at the beginning of tax season
It is important to make the receipting process simple and donor‑friendly, especially for those who give regularly. At present, Raiser’s Edge NXT automatically generates a tax receipt for each recurring gift payment. That’s why, for example, a mont...Reviewed: Voting Open
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Add way to limit "participant options" list
When creating a list of participant items (such as swag or seating arrangements), it would be helpful if I could add an amount limit. We only have 50 of each swag type, and so once 50 people choose "t-shirt" no one else can select that item. -
Change the action visual back to how it used to be
Noticed on Friday that the layout of the window to add a new action has been changed. PLEASE CHANGE IT BACK! The font is too small, everyone hates it, and increasing the zoom on your browser does not help. This is a huge accessibility issue, espec...
